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
• Example of an Email Signature
• What is Included in Email Signature
• Setting your "Custom Message" in your Email Signature
• Adding your "Customer Service Information" in your Email Signature

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:

Customer Service Information:

• Phone number or email address where customers can reach you when they need help

Custom Message:

• A great way to highlight your friendly brand to your customers
• Examples of effective custom messages:
  • "We are here to help, don't hesitate to reach out."
  • "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. In the email signature section, add your custom message
4. Save your changes

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

There are two ways to do this:

Account-level setting

If your customer service is handled at one phone number and email - this is the way to go.

• Go to Settings > Account Settings
• Select "Your Business" > Customer Service and click the Edit Icon
• Add your email and phone number
• Save your changes

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.