How to customize HTML email templates that impresses your audience: Part 3
Crafting Remarkable Email Templates
In the first two parts of the series, we learnt to make text based edits, use variables, add logos and a lot more. Here are the links to the first and the second parts of the series if you've missed it.
We did not exploit the real potential of Zoho Bookings email customization feature in them. You can design a completely new email template that represents your brand in every way. Check out the below sample email.
To do that, you need to know HTML or take help from someone who knows it. That is not the case with our users. So, we are suggesting a shortcut. There are online tools where you can choose an email template, tweak the code (as we discussed in the second part) and download its html code. Import that code to Zoho Bookings' email editor and you have the best email template you need.
For this article, we have used one of those tools named Beefree.
For this article, we have used one of those tools named Beefree.
Using Beefree to edit your email templates
Estimated Completion Time - less 20 minutes
Notes
- Beefree is one of several editors in the market. Feel free to use an editor which is comfortable for you.
- You can create up-to ten different HTML templates in the free plan.
- *IMPORTANT* Hosting images on beefree consumes bandwidth. In the free plan, you get 50 GB. Your beefree account gets locked if you cross the limit. Go through this document to see if 50 GB is sufficient for you.
- It is mandatory to sign up with a business email. If you don't have one, create one here.
- In the FREE plan you'll have 'Powered by BEE' branding at the bottom of your email templates. You can only remove this with a premium subscription.
Steps
- Login/Sign up for a Beefree.io account with your business email.
- Now click on create new.
- Click on 'Create a new email.'
- You can start from scratch or pick a pre-designed template to tailor it to your needs.
- Make your changes accordingly.
- Embed all the required details you wish the customer to know. Refer to the table below
- After your customizations, check if 'Saved' text appears. Now click on Exit.
- You'll be prompted to export once you exit. If a pop up doesn't show, click on the export button.
- Click on the 'Copy the HTML.'
- Click on 'Copy the HTML code.'
- Navigate to Zoho bookings' HTML editing dashboard, paste it and click 'Save'.
- Refer to this video for a step by step guidance.
Additional notes: Variable Names and IDs that you can embed in your email.
Variable Name | Variable ID |
Business | |
Business Name | %businessname% |
Business Contact Number | %businesscontactnumber% |
Staff | |
Staff Name | %staffname% |
Staff Email | %staffemail% |
Staff Contact Number | %staffcontactnumber% |
Staff Timezone | %stafftimezone% |
Service | |
Service Name | %servicename% |
Service Description | %service_description% |
Appointment | |
Appointment ID | %appointmentid% |
Appointment Time | %appointmenttime% |
Appointment From Time | %appointmentfromdate% |
Appointment From Date | %appointmentfromtime% |
Appointment To Date | %appointmenttodate% |
Appointment To Time | %appointmenttotime% |
Appointment Old From Date | %oldappointmentfromdate% |
Appointment Old From Time | %oldappointmentfromtime% |
Appointment Old To Date | %oldappointmenttodate% |
Appointment Old To Time | %appointmenttotime% |
Booking ID | %invoiceid% |
Booking Summary URL | %invoicesummaryurl% |
Booking Timezone | %customer_booking_time_zone% |
Booking Start Time | %customer_booking_start_time% |
Appointment Reschedule URL | %rescheduleurl% |
Appointment Cancel URL | %cancelurl% |
Booknow Link | %booknowlink% |
Notes | %notes% |
Customer | |
Customer Name | %customername% |
Customer First Name | %customer_first_name% |
Customer Last Name | %customer_last_name% |
Customer Email | %customeremail% |
Customer Contact Number | %customercontactnumber% |
Video Conferencing | |
Meeting Info | %meetinginfo% |
Meeting Key | %meeting_key% |
Meeting Joinlink | %meeting_joinlink% |
Meeting Startlink | %meeting_startlink% |
Conclusion
In this three-part series we have learnt how to
- Edit text in emails
- Change background, font colors, add logos
- Revamp your entire HTML email templates using beefree.
We hope that you found this guide useful. If you have any queries, feel free to drop them in the comments.
Check out the other appointment notification templates that we have designed.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Siva
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
i keep see there is a connetion issue connecting 3rd party api on zoho when using zia
hi there , i have set up open ai api to zoho zia (copied and pasted to zoho zia) but I keep getting notificaiton "there is a connetion issue connecting 3rd party api on zoho" when using zia on top when click zia and try to type in word thereDeleting Fields in CRM Deletes Views in Analytics
Hey friends! I'm having some issues when we modify some fields within ZohoCRM. There are times where we need to sunset a field and eventually completely remove it. In these instances, it seems like a lot of views are removed in Analytics. This rangesBooking outside of scheduled availability
Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?Zoho Desk Android and iOS app update: Access multilingual templates on the IM module
Hello everyone! We have introduced multilingual templates on the IM module of the Zoho Desk mobile app allowing you to send IM template messages in translated versions. iOS: Android: Please update the app to the latest version directly from the App Store/Can't login IMAP suddenly
Since this evening I'm getting the error: You are yet to enable IMAP for your account. Please contact your administrator... IMAP always been enabled in my account and was workign fine for the past 7 years. Already tried turning IMAP off and on again.Does Zoho offer a full WhatsApp Marketing Platform (like WATI / GallaBox)?
lm exploring WhatsApp marketing and I’d like to understand what options are available within the Zoho ecosystem. Currently, I see: Zoho SalesIQ has a broadcast option, but it seems very limited — for example, it doesn’t support uploading contacts viaCustom buttons
Getting Error "You can only create 10 custom buttons per module" ! I already have more than 10 for 1 module before trying to create another. Is this a new restriction brought about by the all knowing what's best for businesses Zoho guru ? It would beThe Social Wall: October 2025
Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you everClient Script | Update - Support for List Page (Canvas) and Notes
Hello everyone! We are glad to announce two exciting updates in Client Script. Client Script support for List Page (Canvas) Client Script support for Notes These open the door to more dynamic and interactive customizations! 1. Client Script support forPincode Based Pricing
We want to give extra discount to customers within city limits because our shipping and packing costs are less. My proposal is assign list of pincodes to price list and assign the price list to customers whenever they sign up with pincodes. Also showfeature question: lookup field in Projects task layout
Hello, Below we have interface to configure a custom task layout, however, we need a lookup field to let pickup data from other apps, such as Zoho CRM Products module, is that possible or already in your roadmap? or a workaround to achieve it? Thanks in advance.Can we do Image swatches for color variants?
We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please hWhat's New in Zoho Analytics - October 2025
Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! ExtremeZoho Analytics & SQL Server - Live connect
Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try toExplore the Redesigned Quotes Module in Zoho Billing
Dear users, We’re excited to introduce a refreshed look for the Quotes details page in Zoho Billing! This update brings you a more efficient user interface experience without changing your existing workflow. We've enhanced layouts with organized tabs,Latest updates in Zoho Meeting | Create departments, Share PDF files
Hello all, You can now create departments to group team members within your organization. This will make it easier for you to organize department-level meetings and invite members. In webinars, use the Share material feature to share PDF files directlyUnify All Zoho Video Meeting Experiences into One Standardized Platform
Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho[Free Webinar] Product Updates: Quick Catch-Up Session - Part I - Creator Tech Connect
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions designed for developers, administrators, and app builders.Project expenses in Zoho Books
Just the way timesheet is used to calculate labour cost for a particular project, how do i record other expenses against a project such as materials and consumables used for the project? So that under report, I can view the total amount expended on eachBlueprint status change
I want to change the Blueprint status of a workflow. The status is completed automatically when I added the record through API call. But I want to make it active, I don't see any options for this. Even if I draw transition from any stage , it is not visibleWhat is going on with GMail extension.
Suddenly, it is popping up and saying "Please wait while we work our magic... 10%" and it sits there. Yesterday I waited for an entire hour call and it never got further. Today, it's not resolved. Is there a fix I can do? I've tried all the typicalMarketing Tip #6: Cross-sell with related products
Don’t let customers stop at just one product. Suggesting related or complementary items improves the shopping experience and increases order value. Try this today: Use the Item Recommendations feature in Zoho Commerce and add two to three suggested itemsi cannot use <b></b> to bold the message in Creator C6!!!!???What?
Dear experts and friends, Now Creator 6 blocking us from using <b></b> Anyone facing this issue? I faced it on Creator C6 Previously, it used to work. Now failed to work. Faint~ Seek guidance from everyone on how to bold the message. The super simpleZoho Writer - Option to Export as .zdoc format
I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become[Announcement] Enhanced Merge APIs of Zoho Writer for automating document generation using Zoho Apps data
Hi users, With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record id is automatically fetched from the Zoho app. You don't have to spend time manually mapping the records and fields in the Deluge code. Here is a samplePin multiple columns and adjust column widths in CRM subforms
Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's[Webinar] Automate sales and presales workflows with Writer
Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall salesAutomate insurance document workflows with Zoho Writer
Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,Latest updates in Zoho Meeting | New End of session notification to remind everyone about the session end time
Hello everyone, We’re excited to share a new feature for Zoho Meeting ; End of session notification. With this new setting, you can choose to remind all participants or only the host about the scheduled end time of a meeting. You can also choose when[Webinar] Zoho Writer for SCM and logistics
Creating, sharing, and distributing complex documents are constant challenges in the SCM and logistics industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on Jul 10, 2025 for a Zoho Writer webinar designed[Webinar] Zoho Writer for the manufacturing industry
Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinarAdd Comprehensive Accessibility Features to Zoho Writer
Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current[Webinar] Simplifying document workflows in financial services with Zoho Writer
Creating, sharing, and distributing complex documents are constant challenges in the financial services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on April 10, 2025, for a Zoho Writer webinar[Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring[Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types ofBranding of native system emails
Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not onlySupport “Never End” Option for Recurring Meetings in Zoho Meeting
Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.Add Custom Field Inside Parts Section
How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- Category[Important announcement] Removal of Zoho Writer's DocuFiller Add-on
Hi users, Effective 21st Feb. 2025, we will be removing the DocuFiller add-on for Zoho Writer's Fillable Templates. From that point on, the add-on's functionalities, such as sharing or publishing fillable forms for data collection and receiving submissionsSend Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates
Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now useNext Page