Emailing customers

You can send an email to an individual customer directly from their booking.

1. Find and open the booking for the customer you want to email.

2. Under Booking actions, select Send email or text.

3. Using the dropdown menu, select the type of email you’d like to send, or choose Message to write an email from scratch.

4. If the customer does not already have an email address on file, enter it in the Send to address box.

5. Optional: Write a note in the message box or insert a canned message by clicking the icon.

6. Click Preview email to see what your email will look like to the recipient.

7. Click Send email.

You can also send an email to all customers on an availability at the same time. This comes in handy when sending reminders or follow-ups in bulk.

1. Find and open the desired availability.
2. Click the Send email button.
3. Using the dropdown menu, select the type of email you’d like to send, or choose Message to write an email from scratch.
4. Optional: Write a note in the message box or insert a canned message by clicking the icon.
5. Optional: Click Preview email to see an example of what your email will look like to recipients.
6. Click Send now.

View the status of your sent emails in the activity history at the bottom of your bookings and availabilities:

While waiting for the status to be updated, the button is transparent; once the action has changed, the button will have a dark background. In the example above, the email has not yet been opened.

You can also view the status for confirmation, reminder, and follow-up emails in your manifest. Hover over the email icon to view the date and time that the email was sent or opened.

To add email status columns to your manifest, open the Columns menu, select Basic columns, and check the boxes next to the email statuses you want to include.

If you have translations enabled, you can send canned messages in each customer’s preferred language on an availability simultaneously. When you select a canned message to send to customers on an availability, you will see an editing box for each preferred language. If you select the Preview button, you will see the email preview in the customer’s preferred language.

Is it possible to email customers for availabilities across a range of dates?

While you can email customers on a per-availability basis, it is not possible to email customers for availabilities (activities) across a range of dates.

In this situation, if you have a large number of customers you want to email simultaneously, one potential workaround is to run an advanced report for each availability, export (download) the results to a .csv file and then use a third-party email tool to contact your customers.

Will my customers receive any other marketing or spam emails from FareHarbor?

Aside from any automatic messages or personalized emails you sent directly from your Dashboard, your customers will not receive any other emails from FareHarbor.

We highly recommend that customers do not unsubscribe from updates from FareHarbor, as this may cause them to not receive important information about their booked activity.

The following instructions are for when an end-customer reports that emails directly from FareHarbor are getting marked as dangerous in their inbox.

1. Confirm that this email came directly from FareHarbor and was not forwarded from the original sender, or sent from the client to the end customer.
2. (Instructions for GMail) Have the end customer click the three vertical dots in the upper right (next to the reply button) and select “show original”. This will open a new tab with the original message.
3. Click the “Copy to clipboard” and paste entire response back to us.
4. Post the copied message as a snippet in the #security channel and tag Kenzie Dykes.
5. From there we can determine if any action can be taken to prevent this from happening.

A confirmation email status will not appear in the Confirmation email status column if online cart was enabled when a booking was made.

When online cart is enabled, a confirmation email is sent for the customer’s entire order. Because the confirmation email is associated with the whole order and not a specific booking, a booking-specific status will not appear in the Confirmation email status column.