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In Trip Manager, located under Company → Settings → Trips → Default notes section, add your default email messages:
- Quote PDF message: This message will be displayed on your quote, which is attached as a PDF in the email.
- Online booking quote message: This is the copy for the quote email, giving customers aircraft options and the link to the online booking portal. We suggest adding some basic instructions on how your customers can use the portal.
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Online booking confirmation message: This is the email that customers will receive when you schedule their trip.
- Depending on when you collect payment in your workflow, this messaging may change, but you should, again, use it to inform your customers about the online booking workflow.
- Online Booking Invitation Email: This is when you grant a customer access to the online booking portal through the “Online Booking” button on the scheduled trip page or the online booking tab on the quote overview page.
- Online Booking Enable Contracting Email: This email is sent when you enable contracting after the buyer selects the preferred aircraft.
- Don’t forget to save at the bottom of the page!
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