For our customers using CardConnect for credit card processing, CardConnect is currently experiencing issues with processing payments. They are aware of the issue and are working to rectify the problem. For up to date information on the outage you can go to Status.CardConnect.com

On Wednesday July 24th our offices will be closed from 10AM to 5PM EST for a team building event. Our normal business hours will resume at 5pm Wednesday. Thank you for your understanding.

As part of our continuing effort to improve the functionality of our payroll feature, payroll will be unavailable on Friday, March 15th between 5am - 8am EST. We apologize for any inconvenience this work may cause.

All of our services have been restored after a brief interruption that impacted our Cloud online services. This interruption occurred between 9:45 a.m. and 10:55 a.m. EST on September 18th. We apologize for the inconvenience and thank you for your patience!

Editing Appointment Notification Templates

Every message type has a default template that we've created for you to start sending messages, but you can easily modify these to match your preferences and style.
  1. Begin by choose More > Options button from the top of the cloud software website.
  2. Choose E-mail And Texting > Reminders And Notifications on the left.
On this screen, you can change which notifications your employees and clients receive and how they receive them by clicking into the tab for each notification type. 

Modifying Templates
Each message type has a template for e-mail and a template for text message in the Message Templates section. Simply use the  icon to edit and make changes to your templates. The editing options are similar to those in word processing software such as Microsoft Word for e-mail templates. You can change the font size and color, text justification, and add images to your e-mail templates with the  icon. You can also insert custom placeholders from the drop-down. These pull information from your database and personalize each of your messages. Note that the Subject line for e-mail templates is the e-mail subject that will appear in your clients' e-mail inboxes.

Checking Your Work
When you have finished editing your templates, it's a good idea to see a preview. Click the  icon to see what your e-mail body will look like. If you happen to notice that any of your <Insert> items pertaining to your business information are inaccurate or incorrect, you can make changes to these by choosing Company Contact Information on the left and making any needed changes using the Edit Info button.

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