Rentopian’s Scheduler add-on allows you to create and schedule custom emails using templates. Follow these steps to set one up:
1. Navigate to Templates
In the left-hand menu, expand Scheduler.
Click on Templates to view your list of templates.
2. Add a New Template
Click the green Add Template button.
If you have multiple locations, select the correct one.
Enter a Title and a Subject Line for your email.
Choose a Type:
Transaction – provides the most shortcode options.
Invoice – focused on payment and balances.
Client – general client-related emails.
3. Set Recipients
Add additional recipients if needed.
Change the Reply-To address if you want responses sent somewhere other than your default email address.
4. Edit Email Content
Type your email into the content box using the formatting tools.
If you already have HTML/CSS code, click View → Source Code and paste it in.
5. Use Shortcodes
Click the three-dot menu to view available shortcodes.
Company Details shortcodes add business information.
Custom Tags add client or transaction details.
Clicking a shortcode inserts it at your cursor’s location in the email.
6. Attach Documents (Optional)
Choose to attach:
A copy of transaction details (like a quote or order)
A copy of invoice details
A packing list
7. Save Your Template
Click the green Save Template button.
You’ll be returned to the template list with a green success message at the top.
Need Help?
If you have any questions about creating custom emails with the Scheduler add-on, contact our team at [email protected].