Email Templates & Builder

Knotless includes a powerful drag-and-drop email builder that lets you create professional email templates and send personalised emails to your clients.

Accessing Email Templates

Click Templates in the sidebar to view all your email templates. You’ll see:

Usage limit progress bar showing how many templates you’ve used
My Templates tab with your custom templates
Starter Templates tab with pre-built templates to get you started

{/_ TODO: Screenshot of the email templates list page showing My Templates and Starter Templates tabs /} {/ Preferred filename: email-templates-list.png _/}

Creating a New Template

Click Create Template on the templates page
Choose to start from scratch or duplicate a starter template
Give your template a name, type, and subject line
Build your template using the drag-and-drop editor

{/_ TODO: Screenshot of the new template creation with name and subject fields /} {/ Preferred filename: email-template-new.png _/}

The Email Builder

The email builder uses a block-based system for constructing your emails visually:

{/_ TODO: Screenshot of the email builder canvas showing blocks being arranged /} {/ Preferred filename: email-builder-canvas.png _/}

Available Blocks

Block Type	Description
Text	Paragraphs and formatted text
Heading	Section headings in different sizes
Button	Call-to-action buttons with custom links
Link	Inline links to external URLs
Image	Images from your media library
Divider	Horizontal line separators
Spacer	Vertical spacing between blocks
Columns	Multi-column layouts for side-by-side content

Adding Blocks

Click the + button in the builder
Select the block type you want
Fill in the content
Drag to reorder blocks as needed

{/_ TODO: Screenshot showing the block picker menu with all available block types /} {/ Preferred filename: email-builder-block-picker.png _/}

Dynamic Variables

Insert dynamic content that automatically fills in with real data when sending. Open the Variable Picker to insert variables like:

{client_name} - The client’s full name
{event_date} - The booking date
{venue} - The venue name
{provider_name} - Your business name
And more

{/_ TODO: Screenshot of the variable picker showing available variables /} {/ Preferred filename: email-builder-variables.png _/}

Preview Mode

Click Preview to see how your email will look with sample booking data filled in. This lets you check that variables, layout, and formatting all look correct before sending.

{/_ TODO: Screenshot of the email preview with sample data filled in /} {/ Preferred filename: email-builder-preview.png _/}

Template Settings

Each template has settings you can configure:

Name - Internal name for your reference
Type - Category of email (Welcome, Proposal, Thank You, etc.)
Subject Line - The email subject your clients will see (supports variables)

Managing Templates

From the templates list you can:

Edit - Open the template in the builder
Duplicate - Create a copy of a template
Delete - Remove a template you no longer need

The list also shows how many times each template has been used.

Sending Emails

From the Email Page

Click New Email in the sidebar
Select a booking to send the email to
Choose a template
Preview the email with the booking’s actual data
Click Send

{/_ TODO: Screenshot of the email compose page with booking and template selected /} {/ Preferred filename: email-compose-page.png _/}

From a Booking

Open a booking’s detail page
Use the email action to send an email for that booking
Choose a template and send

Starter Templates

Knotless includes pre-built starter templates for common scenarios:

Welcome - Welcome message for new clients
Proposal - Introduce your services and pricing
Thank You - Post-event thank you message
Basic - Simple template for general communication

You can duplicate any starter template to create your own customised version.

Next: Learn about Pages & Proposals to create rich web pages for contracts and proposals.