Email Automation
Send the right message at the right time — automatically.
Overview
Onie Studio's email automation lets you trigger personalized emails based on events in your business, such as when a new invoice is sent, a contract is signed, or a session date is approaching.
Emails can be standalone or part of a Workflow.
Email Templates
Go to Settings → Email Templates to create and manage templates. Each template has:
- Subject line — Supports template variables
- Body — Rich text editor with variable support
- From Name — Defaults to your business name
Template Variables
Use {{variable}} syntax in any subject or body field:
| Variable | Value |
|---|---|
{{client_name}} | Client's full name |
{{client_email}} | Client's email |
{{session_date}} | Formatted session date |
{{session_type}} | Type of session |
{{session_location}} | Session location |
{{invoice_total}} | Total invoice amount (formatted) |
{{invoice_due_date}} | Invoice due date |
{{contract_link}} | Link to sign the contract |
{{portal_link}} | Link to the client portal |
{{business_name}} | Your business name |
Trigger-Based Emails
The following events can automatically send an email:
- New invoice sent
- Payment received
- Invoice overdue (configurable days after due date)
- Contract sent
- Contract signed
- Session date approaching (configurable days before)
- Waitlist signup (used for the Onie Studio marketing site)
Manual Sends
You can also send any email template manually from a client or session page by clicking Send Email → Choose Template.