There are two quick and easy ways to edit your email templates! Here’s how:

From the Templates module

1. Navigate to your Templates module.
2. Select the Emails tab.
3. Click Edit on the relevant template.
4. Make your changes to the subject line, email body, as well as:
5. 1. Save the template for:
   2. 1. Myself
      2. Whole Team
   3. Change the button text.
   4. See a preview of the template.
6. Click Save.

📌 Note: This will not automatically update tasks using the email template. After you're finished, you will have to update pre-existing tasks manually.

From the Share modal

1. Click the Share button next any Itinerary, Lookbook, or Guest Portal.
2. Navigate to the Share Via Email tab.
3. From the Select Template dropdown, choose the relevant template.
4. The email’s subject line and message will automatically populate with the saved template information.
5. 1. To edit, make your changes to the subject line, email body, or button text.
6. Click Update Template

📌 Note: This will not automatically update tasks using the email template. After you're finished, you will have to update pre-existing tasks manually.


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