---
title: "Customize email templates"
slug: "customize-your-email-templates"
updated: 2026-07-04T23:28:34Z
published: 2026-07-04T23:28:34Z
canonical: "mysupport.roller.software/customize-your-email-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://mysupport.roller.software/llms.txt
> Use this file to discover all available pages before exploring further.

# Customize email templates

Create branded email templates that keep guests informed at every stage of their booking journey. From confirmations to reminders, every message is an opportunity to deliver clear information and a consistent, professional tone that reflects your venue’s brand.

This guide shows you how to personalize email templates, organize content and adjust styles so your guest communication is on brand and accurate.

> [!CAUTION]
> All plans (except Lite Legacy)
> 
> To unlock this feature, contact your customer success manager or the [support team](/v1/docs/contact-roller-support).
> 
> [Learn More](https://www.roller.software/pricing)

## Open an email template

You can update email templates like booking confirmations, waiver reminders and membership emails to reflect your brand and tone so guests get a consistent experience across every message.

To select an email template:

1. From Venue Manager, go to **Settings** > **Design > Email templates.**
2. Select a template to edit it. Alternatively, select the **options menu** (three dots) icon on the right and select **Edit template**.![2023-12-18_10-08-12.png](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/12567679769487.png)

## Review email content panels

Each template includes a selection of standard panels. Most templates support one of each, except for the **Custom panel**, which you can add multiple times.

### Standard panels:

- **Greeting:** This panel always sits at the top of your email. You can update the heading and paragraph text and add personalization using variables (like guest name or venue). Then choose whether to show the master ticket QR code and a download button.
- **Event details:** Displays the date and location of the guest’s booking, with buttons to manage the booking and get directions. You can edit both fields, rename the location and manage booking buttons, or toggle either button off.

> [!WARNING]
> Your business [must be registered with Google](https://business.google.com/aunz/business-profile/) to ensure the **Get Directions button** shows the correct directions to your venue.
- **Product instructions:** Adds a heading before showing instructions attached to each product in the order. If multiple products include instructions, they appear in a stacked layout. You can change the heading text, but the content itself is set at the product level.
- **Order:** Shows an itemized breakdown of the booking. You can rename section headings like Subtotal, Total, Discounts, Fees, Tax, Tips and more. You can also toggle individual cost fields on or off. Notes and variables (like membership details) can be added at the bottom.
- **Form:** Displays any forms attached to the products in the order. You can edit the heading and button text (like “Complete form”).
- **Waiver:** Prompts guests to complete a waiver. You can update the heading, body text, button label and the instructions for sharing the link with others. All text is fully editable and supports formatting.
- **Venue info:** This panel always sits at the bottom of the email. It includes your venue’s logo and contact details like name, address, phone number and email. You can edit the paragraph content and choose whether or not to show the logo.
- **Custom panel:** Add promo messages, seasonal offers or extra info. You can add more than one.
- **Gift card promo:** Link to a specific gift card or voucher.
- **Guest list:** Show RSVP details for bookings that use guest lists.
- **Terms of entry:** Display the terms and conditions tied to your product.

### Panel availability

You’ll only see the panels that are available for the template you're editing.

- **Form** and **Waiver** only appear if the guest’s booking includes them.
- **Guest list** is available in event emails like *Guest list RSVP reminder*. This replaces the Waiver panel if waivers are required for the booking.

- **Product instructions** appears in templates like Order confirmation.

## Edit a content panel

> [!WARNING]
> To ensure security, Template Studio **does not support shortened URLs** (like bit.ly). Always use full, direct URLs.

![2023-12-18_10-26-05.png](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/12567679770255.png)

**To edit a content panel:**

1. Select the panel you want to edit.
2. Update the headings, button labels and any paragraph text.
3. Use the formatting toolbar to apply styles (like bold, italics, lists or links).
4. Add variables to pull in booking info, guest names, venue details and more.
5. Use toggles to show or hide specific elements (e.g. the QR code).
6. Select **Save** when you're done.

## Insert an optional panel

![2019-10-17_17-19-01.gif](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/12567648569487.gif)

**To insert an optional panel:**

1. Scroll to the bottom of the panel list.
2. Select the **Insert panel** dropdown.
3. Choose the panel you want to add.
4. Select **Add** to insert it into the email.
5. Edit the panel as needed and use the arrows to reorder.

![rearrange.gif](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/12567679771919.gif)

## Edit the template style

Select the **Style tab** to adjust your color settings.

![](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/12567648569999.png)

**To customize the template style:**

1. Select whether to use **venue colors** (pulls from your account settings).
2. Toggle the option to **reverse primary and secondary colors** to swap how buttons, links and headings are styled.

## Update email settings and add attachments

Select the **Settings tab** to customize your email metadata and files.

![settings tab email templates](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/12567679774479.png)

1. Enter a custom **subject line** or choose a variable to personalize it.
2. Use **Insert variable** to add dynamic content like guest names or booking IDs.
3. Under **Attachments**, upload PDF, text or image files (max 10MB total).

## Preview and publish your changes

See the email from your guest's perspective before you save your changes.

![2023-12-18_11-25-33.png](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/12567679775375.png)

**To send a test email:**

1. Select **Send test email** in the top right.
2. Enter a **valid booking ID** and your email address.
3. Review the test copy to confirm formatting, personalization and attachments.
4. When you're ready, select **Save** to publish your changes.

## Revert to the default template

You can revert a template to default at any time.

![2023-12-18_11-27-34.png](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/12567679777551.png)

**To revert a template:**

1. From the **options menu** (3 dots) in the top-right, select **Revert to default**.
2. Select **Yes, do it** to confirm.

## Related

- [Create and manage products](/create-and-manage-your-products.md)
- [Track guest behavior and conversions in progressive checkouts](/track-guest-behavior-and-conversions-in-progressive-checkouts.md)
- [Create a quantity-based price rule](/create-a-quantity-based-price-rule.md)
- [What's new in ROLLER: May 2024](/what-s-new-in-roller-may-2024.md)
- [Contact ROLLER support](/contact-roller-support.md)