We are currently experiencing increased error rates due to Amazon servers impacting our online services. These errors may cause issues with our Cloud services hosted in Amazon. Technicians are currently working to resolve these issues as fast as possible and expect all services to be restored shortly. We apologize for the inconvenience and thank you for your patience!

Upcoming Schedule: In observance of the holiday season, our office will close on Tuesday, December 19th at 1:00PM EST. Should you have a critically urgent support issue, please leave a voicemail with your name, business name or customer ID, and a brief description of your issue and one of our support specialists will return your voicemail within one business day. We will re-open for normal business hours on Wednesday, December 20th at 9:00AM EST. Thank you for your understanding, and we hope that you have a warm and safe holiday!

System Maintenance is scheduled between Sunday night, September 17th, 9:00 pm EST and Monday morning, September 18th, 12:00 am EST. Customers may experience a brief interruption in our Cloud, Remote Access, Online Booking, and other online services during this time frame. We don't expect any long outages and all services should be restored quickly. We apologize for any inconvenience this may cause and thank you for your service and patience.

We recently experienced a service outage related to some Amazon Web Services, which affected key functionality of our Remote Access Service. This interruption happened on Thursday, June 22nd, between the hours of 9:00pm and 2:00am EST. The Remote Access Service is now fully restored. If you continue to experience issues with your Remote Access Service, please follow the directions on this Support Article to restart the Remote Access Service and try reconnecting again. You can also restart your computer to restart your service. If you are still experiencing issues afterwards please contact our support team at 1 (800) 604-2040.

All of our services have been restored after a brief interruption that impacted our Cloud online services. This interruption occurred between 9:45 a.m. and 10:55 a.m. EST on September 18th. We apologize for the inconvenience and thank you for your patience!

Editing Messaging Templates

These instructions will help you locate and modify the existing templates used for messaging and notifications in your software. We provide a default template for each message type, and if you've updated from an older version, then your own templates will be automatically selected. But, if you would like to make the templates we provide unique to your business, then read on!

All your templates can be located by selecting Manage E-mail & Text Message Templates in the Messaging & Marketing (or E-mail & Marketing) drop-down menu. Use the Filter Message Templates options at the top to view the Message Format and Message type templates you'd like to view/edit.

Editing a Template
Highlight any template name and click Edit Selected or double-click the template to edit. All the standard word processing and editing buttons and tools are located just above the message body editing window. Options include:
  • Font: choose Arial, Courier New, Georgia, Impact, Lucida Console, Tahoma, Times New Roman, Trebuchet MS, or Verdana
  • Font Size: choose any size between 5-74 pt.
  • Font Color: choose any color that Windows can create
  • Bold: make selected text bold
  • Italic: make selected text italic
  • Underline: make selecedt text underlined
  • Left Align: align selected text/item(s) left
  • Center Align: align selected text/item(s) center
  • Right Align: align selected text/item(s) right
  • Bullet List: create bullet list of text
  • Numeric List: create numberic list of text
  • Picture Insert: add images from file path or URL
  • Hyperlink: create URL links
  • Table Insert: create tables of text
  • Copy text from MS Word: copy edited text and preserve formatting from Microsoft Word
  • Design View: create/edit template in Design View
  • HTML Edit Mode: create/edit template in HTML View
Using <Insert> Items: words in your template surrounded by <>, e.g. <First Name>, are items that pull automatically from your database based on the employee/client receiving the message. This allows you to personalize each message sent to your clients/employees. The list of <Insert> items is available in the lower left side of the template editor for each message type. Not all message types have the same <Insert> options. Simply place the cursor where you would like the item added, select it in the drop-down menu, and then click Insert.

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