1. Documentation
  2. Email/notification

What emails are sent to clients as part of the management of a framework agreement ?

Emails are sent to your clients throughout the booking process. Some emails are sent following an action by you or your client, while others are sent automatically.

Introduction:


Backyou sends emails to your clients, staff and yourself throughout the booking process. Their purpose is to ensure that all parties have the information they need at the right time. The emails can be triggered by an action from you or your client. It can also be triggered after a delay, a period of significant inactivity or late payment, for example, without any intervention on your part. In many situations, you have the option of not notifying the client, or of personalizing the email. So it's impotant l to have some knowledge of these emails.

 

Mandatory: An email is mandatory if you have no way of preventing it from being sent, either from the settings or from each file with a “Notify the client by email ” box.

 

Modifiable: An email is modifiable if you have the option of adding content to it, either from the settings or from each file by adding text or a template directly.

 

Automatic: An email is automatic if its sending does not depend on any action on your part. An email sent after a client action or delay is automatic.

 

_CLIENT_ First and last name of client
_HOTEL_ Venue name
_PRICE_ Price
_CHECKIN_ Start date of stay
_CHECKOUT_ End date of stay
_DATE_ Adjusted according to context
_REF_ File reference
_OLD_CHECKIN_ Previous check-in date
_OLD_CHEKOUT_ Previous check-in date
_DUE_DATE__ Due date of the next installment
_PERIOD_ Period of inactivity after which a customer is anonymized
_PHONE_NUMBER_ Hotelier's telephone number
_MAIL_ Hotelier's email address
_FRAMEWORK_AGREEMENT_TITLE_ Framework agreement's title

Contents :

New framework agreement to be signed

Modifiable, mandatory and non-automatic      

Subject: New framework contract :  _FRAMEWORK_AGREEMENT_TITLE_

_MESSAGE_

This email is sent to the client when the framework agreement is awaiting signature.
Framework agreement validated
Modifiable, mandatory and non-automatic   

You can prevent this email from being sent if you click on ‘Sign for client’ and untick the ‘Notify client’ box. If the client signs the contract, the email is sent automatically, but if you tick it instead, it is not.

The manager is in CC.

Subject: Framework agreement signed

A contract has been signed by a customer

Hello,

The contract, _FRAMEWORK_AGREEMENT_TITLE_, has been signed by your customer.

_MESSAGE_

_Summary_framework_of_the_proposal_.

This email is sent to the customer when the framework agreement is signed.

 

Framework agreement cancelled
Modifiable, mandatory and non-automatic   

This email is automatic if the client cancels the contract and not if you cancel it.

The person responsible is in CC.

Subject: Framework agreement terminated

Your customer has terminated a framework agreement

Hello,

The contract _FRAMEWORK_AGREEMENT_TITLE_ has been terminated.

Framework_proposal_summary

This email is sent to the client when the contract is cancelled. 
 

Visuals 

Visual of an proposal summary frame

Visual of a payment schedule

Visual of a venue electronic signature