Before sending an email, you should set up up your email as outlined in this article.
How to Send an Email from a Booking in EventTemple
Open the booking
From the left menu, go to Bookings and select the booking you want to email about
Go to the Emails tab
At the top of the booking, click the Emails tab.
You’ll see any existing emails for this booking (or the message “No emails found for this booking” if none have been sent yet).
Start a new email
Click the New Email button.
The Compose Email window will open on the right.
Confirm the “From” address
In the From* field, EventTemple usually auto-fills your user email.
If you have multiple connected addresses, click the dropdown icon to choose the correct one.
Add the recipient (“To” field)
In the To* field, start typing the contact’s name or email.
Select the correct contact from the suggestions.
If needed, click CC or BCC to add additional recipients.
(Optional) Apply an email template
Click in the Template field and choose a predefined template (e.g. Proposal Follow-up).
The subject line and body will auto-populate, and you can still edit them before sending.
Write a clear subject line
In the Subject* field, enter a descriptive subject, for example:
“Contract for Booking ABCD – October 11–12, 2025”
Compose the email body
Use the main text editor to type your message.
You can:
Format text (bold, italics, underline).
Create bullet or numbered lists.
Insert links, images, tables, and more using the toolbar.
Your email signature may already appear at the bottom (e.g. your name, title, website, and banner image). Edit it if needed.
Attach files or links (optional)
Under Attachments, you can:
Click Upload File to add a file from your computer.
Use File Links, Document Links, or Invoice Links to attach existing EventTemple files.
In the Booking field, make sure the correct booking is selected so merge fields pull the right information.
Review the email
Check:
Recipient(s) are correct.
Subject is clear.
Dates, prices, and event details are accurate.
Spelling and grammar look good.
If your email provider isn’t connected, you’ll see a note like “No Email Providers Setup” with instructions to configure it under Settings > Personal Settings.
Send, save, or discard
Send – Click Send to send the email immediately.
Send Later - Schedule the time email will be sent.
Save Draft – Click Save Draft if you want to come back and finish it later.
Discard – Click Discard to close the composer without saving.
View the email on the booking
Once sent, your email will appear in the Emails tab for that booking.
You’ll see details like:
Sender and recipients
Subject
Sent time (and read time, if tracked)
The full message content
Additional Information
There is a limit of 20MB the size of email attachments being sent from Event Temple. Anything larger will have to be compressed or sent through another medium.