How to Customize General Email Settings in Limo Anywhere

Understanding how to configure your email settings is crucial for maintaining a seamless operation. These settings determine how your emails are sent, what they include, and when they are triggered.

Accessing General Email Settings

1. Log in to your Limo Anywhere account.
2. Navigate to My Office > Company Settings > Messaging & Template Settings.
3. Select the General tab to access the email settings.

Configuring Your Email Settings

Setting the Default “From” Address

Purpose: Determines whether emails sent from Limo Anywhere come from the company’s general email or the individual system user’s email.
Steps:

1. 1. Find the option Use user’s email address as default from address.
   2. Select Yes to use the system user’s email, or No to use the company’s general email.

Configuring Email Attachments

Purpose: Decides whether to automatically include a PDF version of forms (e.g., Confirmation, Trip Sheet, Invoice) with emails.
Steps:

1. 1. Look for the Always include PDF version (attachment) setting.
   2. Choose Yes to automatically attach PDFs or No to disable this feature.

Managing Email Confirmations and Payment Receipts

Email New Confirmations on First Save

Purpose: Controls whether a confirmation email is sent when a new reservation is saved for the first time.
Steps:

1. 1. Identify the Email New Confirmations on First Save option.
   2. Select Yes to enable or No to disable this feature.

Resend Modified Confirmations on Save

Purpose: Determines if a confirmation email is sent every time a reservation is modified and saved.
Steps:

1. 1. Find the Resend Modified Confirmations on Save setting.
   2. Choose Yes to activate or No to deactivate this option.

Email Payment Receipts When a Payment Is Taken

Purpose: Decides whether to send a payment receipt email automatically upon processing a payment.
Steps:

1. 1. Locate the Email Payment Receipts When a Payment Is Taken option.
   2. Opt for Yes to send payment receipts automatically or No to disable.

Best Practices

• Regularly review your email settings to ensure they align with your current operational procedures and communication strategy.
• Consider the customer experience when choosing your default settings, especially in terms of what information they receive and when.