Sales & customers

Customer messages and follow-ups

Ready-made messages for approvals, deposits, pickups and follow-ups. Nothing is sent until you press send.

3 min read 3 steps 1 screenshot

When you're done

Send a polished update in under a minute.

Use a template

The orange numbers match the steps below.
  1. Go to Sales > Customer Messages

  2. Pick a built-in message

    Design approval, quote reminder, deposit request, ready for pickup, shipping update and more.

  3. Preview or Save / customize

    Change the wording once and reuse it.

Where messages come from

Messages fill in the customer name, order number and your business name. Set your reply-to email and signature in Settings > Communication Settings so replies come to you.

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