Several business's that use TimeTap service clients in multiple languages. A great way to be able to serve clients who speak different languages is to create email templates reflective of those different languages. This documentation covers how to create templates in a different language.
We're going to use a law firm as the example business in this documentation. Let's pretend that this law firm is based in the United States but often works with immigrants who come from different countries. Their default language is English, but they want to provide templates in Spanish to more effectively communicate with their Spanish clientele.
Step 1: In this example, we're going to customize the New Appointment by Client email template which is the email that sends out the the client after he/she books. We'll customize the initial template which will be used by default and create a new template to be sent out to our Spanish speaking clients. To start, I'll go to Messaging > Appointment Templates > To Clients. This will pull up the entire list of email categories that send out for appointments. The first step will be to click the "View" button next to the email category you want to edit:
Step 2: This will take you to the list of templates in that category. Before you've made any adjustments to any templates in this category, you'll see that the "Default Template" listed there is in "Default" state. Your Default Template is the fall back template in case there's not been a customization made for a client's language. For instance, if you happen to have a client that books an their preferred language is French but you've not created a template in French, they will receive the default template. So, before you can clone this template, you first have to edit it to move it out of it's default state. You'll see in the screenshot below that the clone button is disabled because the default template has not been customized:
So first you'll need to click the "View" button to edit the default template in order to be able to clone it (please note: if your template is already in custom state, you can skip ahead to step 4):
Step 3: On that template's profile, click the "Edit" button next to the "Template" section:
You can update your default template to have language more specific to your business and then press "Save":
Once you save changes to your template you'll see that it is now in "Custom" state:
Since it is now in "Custom" state, we can back out of the template profile view to the list of templates in order to clone the custom template to apply it to the language we want to customize for. To back out to the template list level, just click the link from the breadcrumbs bar at the top:
Step 4: Back on the list of templates in the New Appointment by Client category, the template will be in "Custom" state and you can now "Clone" the template:
On cloning it, you can assign the new template to a specific language:
I'd also recommend naming the template so that it's easy to distinguish. In this case, I'm going to name it "New Appointment by Client - Spanish" and "Save" the template:
Step 5: Now that the "Details" customizations are in place, we can update the language in the template to Spanish. Scroll down on the Template Profile and click "Edit" next to the Template section:
When it's in Edit mode, you can put in the Spanish language customization that you'd like to add and press "Save":
If we look back at the category template list now, we'll see we have two templates the default and then the one we've customized for Spanish:
Step 6: Now, let's look at how this will impact clients. I've got one client, Keith Cortez, whose preferred language is Spanish. Take a look at his client profile below for how I can see how that's been set in his account:
When that client goes to book an appointment through the scheduler...
...then the email that goes out to them will have the new Spanish template we made:
By creating templates in specific languages, then when clients get assigned to those languages all their emails in those categories will go out in those languages. You'll just need to make sure that there is a template made for that language and then that clients are assigned to those languages.