Creating & Editing Templates

Templates ensure consistent, professional emails across your team. Create them once, then reuse them in campaigns and individual emails.

Choosing an editor

When you click Create Template, a dialog gives you three options:

• Claude or ChatGPT (MCP) — The way we recommend. Copies a prompt for Claude or ChatGPT connected to Booked55; the AI writes the template from your files and your description and saves it for you. See Creating with Claude or ChatGPT below.
• Basic Text Editor — A rich text editor with formatting toolbar and HTML toggle. Best for simple, text-focused emails. Saves only when you click the button.
• Drag & Drop Builder — A full-screen visual canvas for designing responsive, multi-column emails with images, buttons, social icons, and more. For visually rich, branded templates; most emails do not need one. See the dedicated guide.

The dialog has no duplicate option. To copy a template you already have, see Duplicating an existing template.

Creating with Claude or ChatGPT

If you already use Claude or ChatGPT, this is the quickest way to a good template: the AI reads the files you attach, writes the email, and saves it to Booked55 through the MCP server. Booked55 has to be connected first; see Connecting Claude or Connecting ChatGPT.

1. 1

   Connect Booked55 to Claude or ChatGPT

   You do this once. The MCP Server pages (Connecting Claude, Connecting ChatGPT) walk you through it.

2. 2

   Click "Create Template" and choose "Claude or ChatGPT (MCP)"

   The prompt is copied to your clipboard. The dialog then shows the prompt with a Copy prompt button, in case you need to copy it again.

3. 3

   Paste the prompt into a chat

   In Claude or ChatGPT, paste the prompt, attach the files the AI should work from (a past email, a flyer, your notes), and say what the email is for after the last line of the prompt.

4. 4

   Let it write and save the template

   The AI writes the template and saves it to your Booked55 account with the connector's email template tools. It writes a plain template for the basic text editor unless you ask for a designed layout. Open the Templates page again to see it.

5. 5

   Ask for changes in the same chat

   Say what to change and the AI updates that same template. You can also open it on the Templates page and edit it yourself.

Creating with the Basic Text Editor

1. 1

   Click "Create Template"

   From the Templates page, click the button to open the creation dialog.

2. 2

   Choose "Basic Text Editor"

   Select the Basic Text Editor card. A modal opens with fields for name, subject, and body.

3. 3

   Set the template name

   Give your template a descriptive name (e.g., "Event Follow-Up" or "Initial Outreach"). This is for internal reference only — it will not appear in the email.

4. 4

   Write the subject line

   Enter the email subject. You can use variables here too — for example, "Hi {{contact.first_name}}, great meeting you at {{company.name}}".

5. 5

   Compose the body

   Use the rich text editor to write your email content. Toggle to HTML mode if you need full control over formatting. Insert variables by typing the variable syntax.

6. 6

   Add attachments (optional)

   Attach files that will be included with every email sent using this template. You can add inline images or regular file attachments.

7. 7

   Click "Create Template"

   Click the button in the modal footer to save. The template appears in the list and is available when creating campaigns.

Visual vs. HTML mode

The basic text editor supports two modes:

• Visual (rich text) — A WYSIWYG editor with formatting toolbar. Bold, italic, links, lists, and text alignment are all available.
• HTML — Write raw HTML for precise control. Useful for custom layouts, branded templates, or copying HTML from external email builders.

You can switch between modes while editing. Be aware that switching from HTML to Visual may adjust some formatting.

Email signature preview

If you have an active email signature configured in your profile, it is displayed below the body editor as a read-only preview. The signature is added to outgoing emails automatically by the server — it is shown here for reference only and cannot be edited in the template.

Creating with the Drag & Drop Builder

For visually rich emails with images, buttons, multi-column layouts, and responsive design, use the drag-and-drop builder. See the Drag & Drop Builder guide for the full walkthrough.

Duplicating an existing template

1. 1

   Find the template in the list

   On the Templates page, find the template you want to copy. Use the search box if the list is long.

2. 2

   Click the Duplicate icon on its row

   It is the middle icon in the Actions column. All content — subject, body, design, and attachments — is copied.

3. 3

   Edit the duplicate

   The duplicate opens in its original editor (drag-and-drop builder or basic text editor). The name is set automatically (e.g., "My Template copy"). Make any changes and save.

Using variables

Insert variables by typing the {{variable_name}} syntax. Variables are replaced with real contact and company data when the email is sent. See the full list at Variables Reference.

Example template body:

Editing an existing template

From the templates list, click the edit button on any template row. Templates built with the drag-and-drop builder (marked with a Visual badge) open in the full-screen visual builder. Text-based templates open in the standard modal editor.

Deleting templates

Click the delete button and confirm. Deleting a template does not affect campaigns that already used it — those campaigns retain a copy of the content at the time they were created.