Template assignment is the place where the Email/.SMS/Reminder Trigger templates are attached based on the order/invoice/SMS events.
Events for SMS/Email Orders:
- On Save – Sent when the order is in Pending status. This email will be sent to all clients with pending orders.
- On Confirm– Sent automatically when an order is confirmed.
- On Deliver – Sent automatically when an order is delivered.
- On Return – Sent automatically when an order is returned.
- On Close – Sent automatically when an order is closed.
- On Cancel – Sent automatically when an order is cancelled.
- Manual Order – Email sent to clients when triggered manually.
Events for Reminder Triggers for SMS/Email:
- Start Reminder – An SMS reminder about the order’s start time, sent to clients based on the set time frame.
- Finish Reminder – An SMS reminder about the order’s end time, sent to clients based on the set time frame.
Events for SMS/Email Invoices:
- On Submit – Invoice email sent when the invoice is submitted.
- On Posted- Invoice email sent when the invoice is posted.
- Manual Invoice- Invoice email sent to clients when triggered manually.
