The Invoice & Email settings in Cleanly allow you to configure email notifications, customize order confirmation emails, and send login details to customers automatically. This ensures smooth communication between your business and your customers.
To access these settings, go to:
WordPress Dashboard → Cleanly → Invoice & Email
Email Settings
This section allows you to configure the email addresses used for sending and receiving booking notifications.
Sender Email
This is the email address used to send booking confirmation and notification emails to customers.
Example:[email protected]
Important Notes:
- Use a domain email address (recommended)
- Avoid using Gmail, Yahoo, or other free email services if possible
- Domain emails improve deliverability and reduce spam issues
Receiver Email
This email address will receive booking notifications when a new booking is created.
Example:[email protected]
You can use:
- Admin email
- Support email
- Business email
Enable SMTP
This option allows Cleanly to use SMTP for sending emails instead of the default WordPress mail system.
OFF:
Uses default WordPress email system
ON:
Uses SMTP configuration (recommended for better email delivery)
SMTP improves:
- Email reliability
- Inbox delivery rate
- Reduced spam issues
Order Confirm Email Template
This section allows you to customize the email sent to customers after they complete a booking.
Customers will receive:
- Booking confirmation
- Booking details
- Payment status
- Invoice information
Order Prefix
This prefix is added before the order or invoice number.
Example:
CL-
Result example:
CL-1001
This helps organize and identify orders easily.
Email Subject
This is the subject line customers will see in their inbox.
Example:
New order CL- {invoice_id}
You can use template tags to dynamically insert data.
Email Body
This is the main content of the booking confirmation email.
It includes:
- Customer name
- Booking details
- Order number
- Booking date
- Payment status
Example template:
Congratulations!! {first_name} and {last_name}
Thanks for your booking. We truly appreciate your business.
Order Details:
Invoice No: CL-{invoice_id}
Order details: {booking_date}
Booking Date: {booking_date}
Time: {booking_time}
Payment Status: {payment_status}
You can fully customize this message based on your business needs.
Template Tags
Template tags allow dynamic information to appear automatically in emails.
Common tags include:
| Tag | Description |
|---|---|
| {first_name} | Customer first name |
| {last_name} | Customer last name |
| {email} | Customer email |
| {invoice_id} | Invoice number |
| {booking_date} | Booking date |
| {booking_time} | Booking time |
| {payment_status} | Payment status |
| {total_amount} | Total amount |
| {currency} | Currency |
These tags automatically insert real customer and booking data.
User Login Email Template
This section controls the email sent to customers when their account is created.
Customers receive:
- Login URL
- Username
- Account access information
Email Subject
Example:
Welcome new Account | Your Website Name
This is the subject customers see in their inbox.
Email Body
This message contains login details for the customer.
Example:
Welcome {first_name} {last_name},
Thank you for creating a new account.
Account Login Info:
Username: {login_user}
Password: {login_pass}
Click to login: {login_url}
This allows customers to easily access their dashboard.
Template Tags for Login Email
Available tags include:
| Tag | Description |
|---|---|
| {first_name} | Customer first name |
| {last_name} | Customer last name |
| {login_user} | Username |
| {login_pass} | Password |
| {login_url} | Login URL |
| {sitename} | Website name |
| {siteurl} | Website URL |