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You should now see your template. (You can select the trash can icon if you wish to delete the template).
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Now we need to set the parameters so the template can automatically send out to the customers. Navigate to the Scheduler tab and select the Add New Schedule Button.
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Scheduled Details - (The Highlighted fields in Green below are all required fields).
a) In the example below, we have called the Scheduled Name “Payment Reminder”. You can name it to whatever you see fit.
b) The Template field has a drop-down arrow which allows you to choose any template that you have previously created. In this case we have selected the payment reminder template we just created.
c)
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You have now completed a setting up a Template. If you wish to schedule your template to send out automatically to guests based on certain parameters that you choose, click here