Templates control the content and layout of the emails and messages sent by Interpreter Intelligence during the booking lifecycle. These messages include booking confirmations, job offers, reminders, updates, and cancellations.
Templates allow you to customize what recipients see while ensuring notifications are sent automatically at the right time.
What Are Templates?
A template defines:
- The subject line of an email
- The message body
- Dynamic booking information (such as customer name, job date, or location)
When an action occurs on a booking—such as creating, offering, confirming, or updating a job—the system uses the appropriate template to generate and send a notification.
Templates are used for:
- Automatic system notifications
- Bulk actions (such as bulk offers or confirmations)
- Manual (ad hoc) emails and SMS messages
Default Templates vs Custom Templates
Default Templates
When your Interpreter Intelligence site is first set up, default templates are already enabled. These cover all standard notification scenarios and require no action to begin using them.
Default templates:
- Are preconfigured by the system
- Automatically send notifications when triggered
- Are labeled with “(Default)” in the template name (unless renamed)
Custom Templates
You can create your own templates if you need to:
- Adjust wording or formatting
- Add or remove information
- Use different messaging for specific customers
Custom templates can be assigned:
- At the company level (applies to all customers)
- At the customer level (overrides the company-level template)
Where Templates Are Used
Templates are used across multiple notification types, including:
- Email notifications
- SMS messages (if enabled)
- Digest notifications for bulk actions
- Scheduled notifications, such as unfilled job alerts
- Ad hoc emails sent manually from a booking
- Verification of Service (VoS) forms
- Invoices and payments
Each notification type has its own set of templates.
How to Access Templates
To view or manage templates:
- Go to the Admin menu
- Select Templates
From here, you can:
- View all available templates
- Preview how a message will look
- Edit existing templates
- Create new templates
Two customer-level templates can be viewed and modified from Admin > Customer > select a customer
- Verification of Service (Vos) form
- Invoice
Previewing Templates
You can preview any template to see how it will appear to a recipient.
- Previews use sample booking data.
- There must be at least two jobs in the Assigned status in order to preview any template.
- For specific template previews to work, there must be at least two jobs created in the system that reflect the template action (e.g. Cancelled Job notification must have two Cancelled jobs in the system).
- Previewing helps confirm formatting and content before saving changes
- Errors found during preview must be resolved before emails can be sent successfully
What This Article Covers—and What It Doesn’t
This article provides a high-level overview of templates and how they fit into notifications.
Detailed guidance is covered in separate articles, including:
- Editing Email Templates Safely
- Creating and Assigning Custom Templates
- Template Errors: What They Mean and How to Fix Them
- What’s Changing: Template Whitelist and Snippet Validation
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