There are two ways to print or send a booking document:

You can click on the menu item Print or send from within a specific booking



From the list of customer bookings you can select one or more of them and click on the Recap button (and a single document will be generated)



The Customer recap button inside the Agenda and Scheduler menu allows you to open the list of customer bookings filtered on the period you were working on.




The print or send screen is divided into two parts.
On the right you can see the preview of the document, updated according to the language and settings selected in the left part.

First let's see the fields on the left side in order:

Action - You can select an action between print and send



Language - You can specify the language of the document, which will influence the text of the document itself, and the subject of the email suggested by Sengerio (see below).




In the case of sending the email there are also other fields:

Sender - The sender of the email can be chosen from among those that Sengerio suggests automatically or can be entered manually.
In both cases Sengerio will remember the choice the next time a booking is sent.
The suggested values ​​are the name and e-mail recorded on your user data and, if present, names and e-mails recorded on the data of the account or subaccount selected for the specific booking.
It is important to know that the sender must be written in the form name <email> and that you can also modify only one of the two parts individually.



Recipient - The recipient of the email can be chosen from among those that Sengerio suggests to you automatically or it can be entered manually (even more than one).
The suggested values ​​are related to the customer's name and email of the booking, and to the contacts registered on that customer.
Alternatively, you can also specify an email address manually.



Cc and Bcc - These fields are visible once pressed on the corresponding label just below the email subject field.
If shown, they follow the same logic as the recipient field.



Subject - The subject of the email is automatically suggested to you by Sengerio based on the bookings you are sending and the selected language, but you can change it at any time.



Canned emails - By pressing on the corresponding label you can choose one of the canned emails that you have registered for the selected language, and its text will fill the body of the email.
To define a default email for a certain language, after selecting that language, press on the label and finally on the pencil.



In the window that appears you can edit, add or delete any predefined email (relating to the booking and the selected language).



Body - This is nothing but the text of the email that will be sent.



Additional options - You have various options available (these also in the case of printing) to decide what to show or not to show in the document (click on Show more to see them all).
In particular, removing the flag Email with link the document on the right will automatically become the text of the email that will be sent to the customer.
Normally, however, within the email there is a link to the file.




Inside the document itself, on the right side, you have the possibility to make various customizations.

You can write directly in the fields of the header, introduction and greetings, modifying the texts automatically suggested by Sengerio







In each of these fields you can use formatting tools to style the text or add images and links.
In order, from the left, you can:
Choose font format
Add bold, italics or underlined
Color the text
Create lists and align the text
Remove any formatting
Add an image (no more than 150 KB)
Add a custom link



Finally you have the possibility to save all the changes to the texts and the customizations made by pressing on Save as template at the bottom and giving it a name.
Every time you make a new booking document you can resume the saved template in a moment.




All printed or sent documents are saved in the archive. and you can take them back at any time.
Access a booking and click on the menu item Printed or sent documents to view those relating to that specific booking.



In the list, an icon will indicate whether the document has been printed or sent by email, and by clicking on the row you can open the document.
In the case of the email you can, in addition to resending it, see the text of the email sent and follow its events (e.g. delivery and opening of the email).

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