Emails before and after each booking

Session emails are messages in your own words, timed around each booking. Send what to bring an hour before class, the online link the day before, or a thank-you a few hours after. Someone who books every week gets them every week.

Add a session email

1. Open Marketing > Email > Session emails and press New email.
2. Under Send it, choose At booking, Before the session or After it starts. For before or after, pick a number and minutes, hours or days.
3. Under Applies to, choose who gets it:
   • Every booking, gatherings and 1:1 sessions
   • Group gatherings only
   • 1:1 sessions only
   • Online only, gatherings and 1:1 sessions
   • In person only, gatherings and 1:1 sessions
   • Only one offering, then pick a 1:1 session type or class series
4. Write the Subject and Message. You can use {{first_name}}, {{name}}, {{session}} and {{when}}, and each is filled in for that person.
5. Press Send preview to me to see it in your inbox with sample details.
6. Press Add email. Use the switch on its card to turn it off later.

Helpful links in your emails

• {{calendar_link}} opens a page where the person adds the session to Google, Apple or Outlook.
• {{reschedule_link}} opens their My account page, where they can move a booking more than 24 hours out.

Good to know

• ColibriOS sends its own booking confirmation and week-before and day-before reminders. The Colibri’s built-in emails card at the top has a switch for each, if you’d rather send only yours. Receipts and waitlist notes keep going either way.
• If you turn off the built-in confirmation, add an At booking email so people hear something when they book.
• An online booking is one with an online meeting link on the gathering or 1:1 session type. Anything without a link counts as in person.
• The audiences overlap. An Every booking email still reaches people who also get an offering’s own email.
• A new email never reaches back in time. Nobody who already booked gets one for a moment that has passed. A “before” email is skipped once the session has started.
• Switch the message to HTML and press Upload .html to send a designed email.
• The Contact check-in card on the same page emails a published form to each contact a set number of months after they joined (12 means once a year).
• For a series that goes to a person only once, like a welcome series for new clients, use a funnel instead.
• Session emails need your sending domain set up first. See Send email from your own domain.