What makes a good confirmation
A solid confirmation email:- Confirms what they booked, when, and where
- Feels personal (uses their name)
- Looks consistent with your brand
- Tells them what’s next — what to bring, when to arrive, who to contact
Build the email
1
Open Communications → Workflows
Find the Booking confirmed trigger.
2
Choose a session group
Pick All sessions to start, or a specific session group if you want different confirmations for different course types.
3
Create a new template
Click Add communication → Create new template. Name it clearly (e.g. Booking confirmation).
4
Write a clear subject line
Use merge fields to make it personal — for example, Your booking is confirmed — or You’re all set! on .
5
Build the body
See the merge field reference below and include all key details.
6
Set timing and recipient
Pick Immediate timing and send to the Client email.
7
Test and save
Use Send test email before going live. Check on both mobile and desktop.
What to include in the body
- Friendly greeting — use the customer’s name.
- Confirmation statement — make it clear the booking is locked in.
- Booking details — name, date, time, location, participants.
- What to expect — anything they should know in advance.
- Next steps — waiver to complete, arrival time, where to park.
- Contact info — how to reach you if anything changes.
Merge field reference
These fields are filled in automatically for each booking.Customer
Booking
Location
Links
Tips
- Keep it scannable — headings and bullet points work better than long paragraphs on mobile.
- Always test with a real booking before going live.
- For different course types with very different content, use session groups and build a template per group.
- Reuse headers, footers, and signatures via saved blocks.
Common mistakes
- Forgetting merge fields — the email feels generic.
- Including too much information — customers won’t read it.
- Missing the date, time, or location — the most important details.
- Skipping the test step — small typos and broken merge fields slip through easily.
Related guides
Pre-arrival reminders
Send a reminder 24 hours before the session starts.
Follow-up emails
Send a thank-you and feedback request after the session.