Customize Email Signature

Occasion gives you the ability to include a standard email signature in all your emails going to your customers.

Why use an Email Signature?

The email signature is included in every email sent to the customer.

  1. It makes you look professional.
  2. It is a great way to provide customers with information on how to reach you - via phone and email - for customer service.
  3. You can add a personal touch by including custom messages in your signature.

Example of an Email Signature

What's included in an Email Signature?

Every email signature contains two pieces of information:

  1. Customer Service Information: This is the phone number or email address where customers can reach you when they need help.
  2. Custom Message: This is a great way to highlight your friendly brand to your customers. Some good examples of a custom message are:
    1. "We are here to help, don't hesitate to reach out."
    2. "You will find us smiling when you call us or ask for help."

Setting your "Custom Message" in your Email Signature

  1. Go to Settings > Account Settings
  2. Select "Your Business" > Customer Service and click the Edit Icon
  3. On The email signature, you can add a custom message.
  4. Make sure to save changes.

Adding your "Customer Service Information" in your Email Signature:

There are two ways to do this:

  1. Account-level setting: If your customer service is handled at one phone number and email - this is the way to go.
    1. Go to Settings > Account Settings
    2. Select "Your Business" > Customer Service and click the Edit Icon
    3. You can add an email and phone number.
    4. Make sure to save changes.
  2. Location-level setting: If each of your locations has a unique email and phone number, choose this option instead.
    1. Go to Settings > Venues & Rooms
    2. Click the edit icon, scroll down, and uncheck the box "This venue uses the same customer service information as the main account"
    3. You will now see a place to enter a location-specific phone number and email which will be included in the email signature.

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