Adding documents to your confirmation emails is a useful way of including important information ahead of your event.
The booking confirmation email and the event reminder emails include the attached documents as a link to the file.
This article covers:
How to attach a document
Firstly, ensure that you've uploaded your document to your Files library, as shown below:
Then select Upload files:
Then Select files to choose the file you want to upload. Once the file uploads successfully to your account, you can select Done.
Next, right-click the blue hyperlink below your new uploaded file, and select Copy link:
With this link copied, navigate to your Schedule page, select the entry you would like to add this document to, then Edit entry:
Select the Information tab and scroll down to the Booking confirmation message box. Paste your copied document link into this box, then select Save in the top right-hand corner.
Once completed, the document link will show in the confirmation and reminder email for this entry.
Please note: you need to have Account owner status on your account to add files to this library.
Managing your files on Bookwhen is covered further here.
Formatting the document link
You may wish to use Markdown to format the link and how it appears in the email. For example, to show the document title rather than the full link.
To do this, insert the text you would like to appear in square brackets [ ] and the file link next to it in curved brackets ( ).
For example, it may look like below:
[Example document] (https://files.bookwhen.com/994vneg0n0jw/kx3rj4jhvp8z/uploaded_file)
- The link is then shown in the email as - Example document
It's essential to ensure that there is no space between the two sets of brackets when you're applying this to your entry - ](.
You can find a further explanation of Markdown here.