Email Templates

Create reusable templates for outbound email.

What are Email Templates?

Nuvio One sends automated emails for key events — when you send an invoice, when a proposal is accepted, when a booking is confirmed, and more. Email templates let you customize what those emails say, so every communication reflects your brand voice.

Access: Email template management is available to Owners and Admins.

Viewing Email Templates

Go to Settings → Email Templates.

You will see a list of all available email event types. Each event has a default template that is used unless you create a custom one.

Available Email Events

Examples of events you can customize include:

• Invoice sent to client
• Invoice payment reminder
• Proposal sent to client
• Proposal accepted confirmation
• Booking confirmed (client)
• Booking cancellation
• Appointment reminder
• Onboarding step reminder
• Password / PIN login email

Customizing an Email Template

1. Find the event type you want to customize.
2. Click Edit.
3. Update:
   • Subject line — The email subject the client sees
   • Body — The full HTML content of the email
4. Toggle Active to turn your custom template on.
5. Click Save.

Using Merge Tags

Merge tags are placeholders that are automatically replaced with real data when the email is sent.

For example:

• {{contact.firstName}} — Replaced with the client's first name
• {{invoice.number}} — Replaced with the invoice number
• {{workspace.name}} — Replaced with your business name

To see all available merge tags for a specific template, go to that template and click View Merge Tag Docs. The list of available tags is different for each event type.

Sending a Test Email

Before saving a live template, send yourself a test:

1. Open the template.
2. Click Send Test Email.
3. A sample email is sent to your registered email address with placeholder data filled in.

Review how it looks and make any adjustments before activating.

Resetting to Default

If you want to go back to the system default template:

1. Open the custom template.
2. Click Reset to Default.
3. Your customizations are removed and the original template is restored.

Frequently Asked Questions

Can I use my own HTML in templates? Yes. The body field accepts HTML. You can style emails to match your branding. Basic inline CSS is supported by most email clients.

Can I add my company logo to emails? Yes, using an HTML <img> tag in the template body that points to your logo URL.

What if I make a mistake in my template? You can always click Reset to Default to restore the original template. It is recommended to always send a test email before making a custom template active.

Can different team members get different notification emails? All automated client-facing emails use the same template per event type. Internal notifications go to the assigned team member's email address.