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How to create a communication blueprint

Learn how to create email blueprints and apply them across multiple accounts.

A communication blueprint lets you create an email template once and apply it consistently across multiple accounts - for example, a booking confirmation email that should look the same in every store.

You can choose between a standard template (a single email body) or an advanced template (with multiple languages and dynamic variables).


Step 1: Open the blueprint form

In the left-hand navigation, go to Communications, then click + Create.


Step 2: Set up the template

Under Template Settings, fill in the basics:

  • Template Name - the internal name you'll use to identify this template in the console.

  • Category - choose what type of communication this is, for example:

    • Customer Booking Confirmed

    • Customer Booking Cancelled

    • Customer Booking Modified

The category determines when this template is sent to customers. Customer reminders and follow-ups will be coming soon.


Step 3: Choose a template type

Under Template Content, you'll see an Advanced Emails toggle. This decides how you'll build the template:

  • Standard template (toggle off) - write the email in a simple rich-text editor. Good for straightforward, single-language emails.

  • Advanced template (toggle on) - gives you access to multiple languages, dynamic variables, and a custom subject line. Use this if you need more control.

You can switch between the two as you build, but be aware that some content may not transfer cleanly between modes.


Step 4a: Build a standard template

If you've left the Advanced Emails toggle off:

  • Use the rich-text editor under Email Body to write your email. You can format text, add bullet points, insert images, and adjust alignment.

  • As you type, the Template Preview below the editor will update in real time, showing you how the email will look to customers - including any default merge content like the customer name, booking details, and cancellation links.


Step 4b: Build an advanced template

If you've turned the Advanced Emails toggle on, you'll see a few additional fields:

  • Email Subject - the subject line customers will see in their inbox.

  • Email Content - a language selector. English is set as the default, but you can click Add Language to create versions of the email in other languages. Each language version is published separately.

  • Insert variables to email body - a dropdown of dynamic variables (like customer name, booking date, or store address) that you can drop into the email so each message is personalised automatically.

  • Email Body - the editor where you write the email content for the selected language.

You'll need to save and publish each language version once it's ready. Languages marked Not published won't be sent to customers until they're published.


Step 5: Associate accounts

Under Add Associations, choose the accounts where this email template should apply. You can select one or many.


Step 6: Save and deploy the blueprint

Once everything's filled in, save the blueprint. You'll be taken to a summary page where the blueprint will show a status of Pending Create - saving alone doesn't push the template to your accounts.

To deploy it, click Sync All and the template will then be applied in each of the associated accounts.

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