Automate the emails you always send

Automations send an email when something happens — a shoot is a week away, an invoice went overdue, a gallery has sat unopened for five days. Each type has its own editable template, so the wording is yours rather than ours.

Worth turning on first

• Calendar reminders — email and SMS before every shoot, which cut no-shows and last-minute confusion about where to meet. See reminders.
• Payment due reminder and Overdue invoice chaser — a heads-up before the due date and the follow-up nobody enjoys writing. Both check the invoice just before sending, so a client who has already paid is never chased.
• Gallery delivered — and a nudge if it hasn't been opened

Your own wording in every client email

Under Client emails on the same tab is every email Lumi HQ sends a client on your behalf — the invoice, the receipt, the booking confirmation, the gallery invite and the rest. For each one you can change the subject and add an opening and a closing note in your own words; the layout, buttons and links stay as they are, so nothing a client needs can be edited out by accident. Type {{firstName}} or {{clientName}} where you want their name, and the panel lists the others each email understands. The preview beside it updates as you type, and anything left blank keeps the default.

How they're sent

Scheduled emails sit in a queue and are processed on a regular cycle, so an email due at a given time may go out shortly after rather than to the second. That's normal. If something hasn't sent hours later, check Sent in your Inbox for a failure, and the Outbox in case it's waiting on you.