Lodgix comes preloaded with dozens of templates that can be used to communicate with your guests. This includes both email templates and templates for PDF attachments. You can edit any of these templates as well as add your own custom templates.
The Template Editor can be found from Settings > Saved Replies & PDFs
Template Editor Interface
Template list: Choose the template you want to work with from the navigation on the left (more information below)
Add Template: Create a new template
Template editor: Edit the content of the template (see below for more details)
Block / Widget editor: Control the column layout of the template and add content widgets. This is explained in greater detail later in this document.
AI Assistant: Describe the change you want in plain English (for example, 'Add a cancellation policy section') and the AI will draft a revision for you to review, accept, or reject.
Save Template: Be sure to Save after making changes to the template
Additional Options: This includes Template Settings, View PDF, Restore, and more.
Template List
There are five categories of templates:
Guest (vacation rental guest)
Pre Booking
Post Booking
Travel Insurance
Payment Requests
Guest Verify
Rental Agreement
Future Stay Credit
Host (you)
Notifications
Owner (property owner)
Notifications
Owner Statements
Other
Staylio App
Custom
Each item can be edited according to your preferences. New saved replies will always be located within the Custom category.
Template Editor
Design / Plain text editor: Toggle between the Design and Plain text version of the template. Note that these are two completely separate versions of the template and this pertains to email templates only. The Design version is used for any communication where you have the guests actual email address. The Plain text version of the template is used for any communication through the channels, as they do not allow HTML in their emails.
Formatting Options: When your cursor is placed anywhere in the text field, a toolbar will display with formatting options.
Merge Tags: Merge tags are used to dynamically insert content into the template. For example you can choose the GUEST FIRST NAME tag to insert the first name of the guest associated with each reservation. You can choose from over 100 tags. Note that you can also place your cursor anywhere in the body of the email and type the "@" sign followed by any text to search from the Merge Tag library. For example you can type "@guest" to view any tags that contain the word "guest"
AI Assistant: Open the AI assistant for help with that particular section.
Block formatting options: Format the text and style for the entire block from this panel. These settings will display in the right panel when the widget is selected.
Message Preview: Preview the email template in desktop and mobile versions.
Formatting text
All formatting is done visually inside the editor. Click into a text block and use the toolbar that appears. The toolbar gives you the controls you would expect from a word processor:
Bold, italics, and text styling, plus font and size, from the formatting toolbar.
Text alignment (left, center, right) and indentation for paragraphs and lists.
Numbered and bulleted lists. To continue numbering across several lists, or to control where a list's numbering starts, use the Merge Lists button, which combines several numbered lists into one, continuing the numbering in sequence and setting the starting numbers for you.
Tables for laying out structured information.
Importing or pasting from Microsoft Word or Google Docs is not recommended, because they bring along hidden markup that does not display correctly in emails. For the best results, type your content directly into the editor and apply formatting with the toolbar.