home

Browse documentation

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

About email templates

Use email templates to make a template that staff can use to quickly and easily send emails to clients. Each email that you make with an email template has good formatting, that is the same as other emails that use the template.

If you use an email template, it is not necessary to manually make and format each email. Most of the initial content and formatting of each email is in the email template.

You can manually change the content and formatting of an email that uses an email template as its source. If it is necessary to change the initial content and formatting of many new emails, you can make a different email template that has the changes.

Email templates of a new site

A new ezyVet site has email templates that include templates for:
  • Clinical summaries
  • Appointment confirmations
  • Invoices
  • Reminders

If you are a new ezyVet customer, you can use the email templates of your site to easily start to make documents for your clients. You can also use the email templates as an initial source to make different email templates for your organization. Thus, it is not necessary to make a email template from a fully empty template each time.

Email templates and template variables

A template variable is a temporary location for a value that shows in an ezyVet email. You can use a template variable to easily and automatically put information from your ezyVet site in an email.
Note: You can only use the classic template variables with an email template.

If your ezyVet site has a hosted payment integration, you can send remote payment links to clients. You can configure an email template to automatically show a remote payment link. As a result, it is not necessary for staff to manually add a remote payment link to an email.

If you add the {InvoiceRemotePaymentLink} template variable to an email template, emails that use the email template automatically show the related remote payment link. For example, you must send a copy of an invoice to a client and the client has not made the related payment. If you use the email template to make the email, the email automatically shows the remote payment link.

You can also the {InvoiceHasBalanceOutstanding} template variable so that the email only shows the remote payment link if the value of the invoice is more than zero. This gives the example source code that you must enter for an email to:
  • Show a hyperlink of a remote payment that says Click here to make a payment
  • Only show a hyperlink if the value of the invoice is more than zero
<!--IF({InvoiceHasBalanceOutstanding}){-->To pay your invoice online, please <a href="https://{InvoiceRemotePaymentLink}">click here</a>.<br />
<br />
<!--}-->