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Office Notes

Create and Share Office-Specific Notes in Clearooms Email Notifications.

Office notes allow you to add notes specific to a particular office. The notes can then be shared in email notifications. This could be useful for example, in a visitor welcome email to include directions to the office and even an image or link for directions.

Steps to Add an Office Note:

  • Navigate to Settings > Account > Offices.

  • Click on the relevant office highlighted in blue.

  • Add your note under Office Notes.

  • Scroll down and click update to save.

office notes 1

Adding an Office Note to an Email Template:

  • Navigate to Settings > Account > Email Settings.

  • Under templates click edit next to the relevant template.

  • Click in the space where you want the office note to be added. Next click on the variables icon (x) and select office notes.

vistor maangement email