Email Name Meanings
Have you seen emails go to employees or customers and wondered why they received them? Or do you have certain emails you want to suppress and not be sent automatically? You can suppress just about any automatic or manually sent email you want. You just need to know what an email is for before you suppress it. Below is a list of emails that go out and when they are sent.
Account Created:
This is sent when a customer creates an account on the storefront or when an employee creates a new customer on the back-end and selects the "notify customer" checkbox.
Username Updated by Administrator:
This is sent when an employee changes a customer's username and selects "notify customer."
Document Signature Confirm:
This is sent when a customer signs an eSignature document if you are subscribed to the receipt email through Notifications or when a customer signs an eSignature document through arbitrary documents (eSignature > eSignature Dashboard) if your email is entered in the Signature Confirmation Notifies field.
Auto Bill - Invoice:
This is sent when a customer is auto-billed for an invoice.
Customer E-sign Document:
This is sent when a customer selects "Send me this contract in an email" while completing an e-signature at the counter.
Customer Statement:
This is sent when an employee views a statement from the customer edit screen under Customer History and clicks "Email to Customer."
Customer Receipt:
This is sent when an employee clicks "Create Payment" and after payment is collected while viewing the customer history through the customer edit screen.
Customer Picklist:
This is sent when an employee views a picklist and clicks "Email to Customer."
Customer Invoice:
This is sent when an employee views an invoice through the transaction overview and clicks "Email to Customer."
Customer Contract:
This is sent when an employee views a contract from the transaction overview and clicks "Email to Customer."
Customer Request Confirmation:
This is sent to the customer after requesting a storefront reservation.
Customer Moneris Receipt:
This is sent when the customer pays on the storefront while Moneris is the credit card merchant or
when an employee collects a credit card payment from the transaction while Moneris is the credit card merchant and selects the "Email Receipt" option.
Customer GDD:
This is only for Chilean customers. This is sent when an employee views the GDD document from the transaction overview and clicks "Email to Customer."
Customer Receipt:
This is sent when a customer pays on the storefront and Stripe or Cayan is the credit card merchant or
when an employee collects a credit card payment while Stripe or Cayan is the credit card merchant and selects the "Email Receipt" option, or when an employee collects any non-card payment and selects the "Email Receipt" option.
Employee Created:
This is sent when an admin creates a new employee and selects a role for the employee or when a role is selected for the first time for an existing employee. This email will not be sent if no role is selected for existing or new employees.
Arbitrary eSignature Request:
This is sent when an eSignature request is sent from the e-Signatures page (eSignature > eSignature Dashboard).
Forgot Password Link:
This is sent when you click "Forgot Password" on the login page and fill out the form.
Note: This is not available while using SSO.
Password Updated by Administrator:
This is sent when an admin resets the password for a customer on the backend and selects "Notify Customer" or when an admin resets the password for an employee on the backend and selects "Notify Employee."
Status Update Notification:
This is sent when there is a change in the status of a transaction if you are subscribed to the email under Notifications.
Document Reject:
This is sent when a customer rejects an eSignature document if you are subscribed to the email under Notifications or when a customer rejects an eSignature document sent as an arbitrary document (eSignature > eSignature Dashboard) and you allow the customer to reject the document and you have your email address in the "Signature Confirmation Notifies" field.
Report Email (with attached report):
This is sent when you run a report from Reports and click "Email Report."
Customer Transaction Update Confirmation:
This is sent when a customer edits a reservation on the storefront.
Employee Username Updated:
This is sent when an admin updates the username for an employee.
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