Lesson 3 of 5 · 3 min

Emails and documents

The emails Trazr sends for you, their look, the address they come from, and the invoice and receipt layouts.

Automation → Emails
app.trazr.vereon.tech
Set upStaffDesignGrowAutomationInvoicesReportsSettings
Emails
New email
AutomationsEmailsDocumentsActivity
Booking confirmed · To customers
Reminder — two days before · To customers
Team — new booking · To your team
Automation, then Emails, lists every email Trazr sends: To customers, like confirmations and reminders, and To your team. Like the rest of Automation, it's for owners and admins.
The Clay Room — booking TCR-K7QM confirmed
Your booking is confirmed
Hi Amy, your booking TCR-K7QM for Wheel taster class on Sat 25 Oct, 10:00 is confirmed. See you there!
Manage your booking
Open one to change its words, then press Test to see it in your own inbox. Original words puts a built-in email back as it was. You can delete one too, once no automation still sends it.
Automation → Emails → Email design
Before
To start with
Your business logo
Your booking page's colours
Footer: Sent by your business name
Email design
After
Your emails
Your logo, at the size you like
A header line, your colours
Your own footer
Email design, at the top of the Emails list, sets the logo, colours, header and footer for every customer email at once. Until you change them, they carry your logo and follow your booking page's colours. Your team's own emails keep Trazr's look.
Settings → Email → Where your emails come from
Before
From Trazr's address
The Clay Room via Trazr
Replies come to you
Send from your own address
After
From you
The Clay Room <hello@yourstudio.co.uk>
In your own Sent folder
Your customers' emails come from Trazr's address with your business's name on them, and replies come straight to you. Rather they came from your own address? They'll look more like you, and land in your own Sent folder.
Settings → Email
app.trazr.vereon.tech
Set upDesignGrowAutomationInvoicesReportsSettingsLearning
Where your emails come from
Send me a test
BusinessPaymentsEmailWhatsAppPolicies…
Google · Connect Google
Microsoft 365 / Outlook · Connect Microsoft
Another email host (SMTP) · Set up SMTP
Your domain, through Trazr · Use your domain
An owner or admin picks one under Send from your own address: Connect Google, Connect Microsoft, Set up SMTP for another email host, or Use your domain, through Trazr. Then press Send me a test, up in Where your emails come from. If your mailbox ever stops letting Trazr send, emails carry on from Trazr's address and your To do says Reconnect.
Automation → Documents
Documents
Template
Base invoice
Always there
You
Redesign it
Or make a New document
Result
Every invoice
Built on it
Documents holds your invoice and receipt layouts. The base invoice is what every invoice is built on, unless you pick another in Invoices → Settings. It can be redesigned, never deleted.

Try it

Opens Trazr. You'll be asked to sign in first; new businesses get a free week, no card needed.

Choose where your emails come from

Quick check

2 quick questions. Pick an answer and Track will tell you how you did.

1. Can you delete the base invoice?

YesNo, but you can redesign it

2. You connect your Google mailbox and it later stops letting Trazr send. What happens to customer emails?

They stop until you fix itThey carry on from Trazr's address, and your To do says Reconnect

Try it in Trazr, free for a week

Every lesson's Try it opens the real page, with Track pointing the way.

Start your free week Sign in

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