Set Default Email Templates

Templates > Emails

Visit the Emails tab to pick which template Wendor uses automatically for each kind of message it sends - contracts, three kinds of invoices, and general messages. A template can hold only one default slot at a time.

Before you start

You'll need the email templates themselves created first:

• Create and Manage Email Templates - build the templates you'll assign as defaults.

How defaults work

Whenever Wendor sends an email, it looks for a template assigned to that message type. If one is set, that template is used. If nothing is assigned for a specific type, the all-purpose default template is used instead.

A template can only be the default for one type at a time. Assigning a new template to a type automatically removes that role from whatever template held it before.

The six default slots

• Default for Contract - used when you send a contract to a couple.
• Default for Deposit Invoice - used when you send the deposit invoice (typically the first invoice after booking).
• Default for Final Invoice - used when you send the final invoice (the balance due before the wedding).
• Default for Installment Invoice - used when you send an instalment (pre-wedding ad-hoc) invoice between deposit and final.
• Default for Standalone Invoice - used for a standalone ad-hoc invoice that runs in parallel to other invoices (e.g. a one-off extra service).
• Default for Emails - the fallback default. Any email that doesn't have its own dedicated default uses this one.

Assign a template to a slot

1. Open Templates and click the Emails tab.
2. Find the template you want to assign and open its Actions menu (⋯).
3. Choose Make as Default.

1. In the dialog, pick one of the six slots from the list. The selected radio button shows which slot the template will occupy.

1. Click Confirm.

The template now shows the matching badge in the list (e.g. "Default for Contract"). The previous template assigned to that slot loses its badge automatically.

Move a default to another template

The same flow swaps a default to a different template:

1. Open the Actions menu on the template you want to make the new default.
2. Choose Make as Default.
3. Pick the same slot the previous template was holding.
4. Confirm.

Wendor removes the badge from the old template and applies it to the new one in one step.

Unset a default

There's no explicit "remove default" action. To free up a slot, assign a different template to that slot - that takes the role off the original. If you want no template at all for a slot, the slot effectively falls back to Default for Emails.