Updating Canned Emails
Dubsado makes updating email templates in your account both helpful and confusing.
Some emails update automatically when you edit them under Templates → Canned Emails.
Some do not.
Here’s the rule:
If you can see the full email content when attaching it somewhere, it will not update automatically. You’ll need to remove it and re-select the updated version.
If you only see the email subject line or title, it will update automatically when edited in your library.
What Updates Automatically
- Payment Plan Reminder Emails
- Scheduler Confirmation Emails
- Scheduler Reminder Emails
What Does NOT Update Automatically (Must Re-Select)
- Workflow Emails
- “Send Scheduler” Emails
Below is your personalized list showing exactly where each email needs to be manually reattached if you update it in your Canned Email library.