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 and PDFs...
Template Editor Interface
Template list: Choose the template you want to work with from the navigation on the left (more information below)
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.
Add Template: Create a new template
AI Scan: Use AI to check for errors and suggest improvements to the content.
Save Template: Be sure to Save after making changes to the template
Additional Options: This includes Template Settings, PDF Preview, Send Test Email, and more.
Template List
There are four categories of templates:
Guest (vacation rental guest)
Pre Booking
Post Booking
Travel Insurance
Payment Requests
Guest Verify
Rental Agreement
Host (you)
Notifications
Owner (property owner)
Notifications
Owner Statements
Other
Future Stay Credit
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
HTML / Text Editor: Toggle between the HTML and Text version of the template. Note that these are two completely separate versions of the template and this pertains to email templates only. The HTML version is used for any communication where you have the guests actual email address. The text version of the template is used for any communication through the channels, as they do not allow HTML in their emails.
Message Preview: Preview the email template in desktop and mobile versions.
Text / Widget Editor: Edit the text content or the content of the widget you have added to the editor. Additional settings will display in the right panel when the widget is selected.
Formatting Options: When your cursor is placed anywhere in the text field, a modal 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.
Examples: These are examples of how the merge tag will look when added to the template. The reservation specific information will be added when the message is sent to the guest, or when the PDF is generated.