[{"data":1,"prerenderedAt":283},["ShallowReactive",2],{"help:\u002Fhelp\u002Fclients\u002Fbuild-an-email-with-the-ai-helper":3,"help-all-categories":161,"help-cat-articles:\u002Fhelp\u002Fclients\u002Fbuild-an-email-with-the-ai-helper":281,"help-related:\u002Fhelp\u002Fclients\u002Fbuild-an-email-with-the-ai-helper":282},{"id":4,"title":5,"audience":6,"body":7,"category":140,"description":141,"draft":142,"extension":143,"icon":144,"keywords":145,"meta":152,"navigation":153,"order":154,"path":155,"related":156,"seo":157,"stem":158,"updatedAt":159,"__hash__":160},"help\u002Fhelp\u002Fclients\u002Fbuild-an-email-with-the-ai-helper.md","Build an email or form with the AI helper","clinic",{"type":8,"value":9,"toc":122},"minimark",[10,14,19,74,78,91,97,101,105,108,112,115,119],[11,12,13],"p",{},"Instead of assembling a template block by block, describe what you want — \"a warm follow-up for first-time facial clients with an aftercare reminder\" — and the AI helper drafts it while you watch. Nothing is sent or published by the AI; you review, refine, and save.",[15,16,18],"h2",{"id":17},"how-does-the-ai-email-builder-work","How does the AI email builder work?",[20,21,22,27,40,44,47,51,54,58,61,65],"steps",{},[23,24,26],"h3",{"id":25},"open-the-helper","Open the helper",[11,28,29,30,34,35,39],{},"From ",[31,32,33],"strong",{},"Clients → Emails",", choose the AI-assisted option (it lives at ",[36,37,38],"code",{},"\u002Femails\u002Fagent",").",[23,41,43],{"id":42},"describe-the-email","Describe the email",[11,45,46],{},"Type what you need in the chat: purpose, tone, what it must mention. The assistant thinks out loud and builds a draft.",[23,48,50],{"id":49},"watch-the-preview","Watch the preview",[11,52,53],{},"The draft renders beside the conversation as a real email preview, using your business's email styling.",[23,55,57],{"id":56},"refine-in-conversation","Refine in conversation",[11,59,60],{},"\"Shorter\", \"mention the 24-hour cancellation policy\", \"friendlier opening\" — each reply updates the draft.",[23,62,64],{"id":63},"save-as-a-template","Save as a template",[11,66,67,68,73],{},"When it's right, save it. It becomes an ordinary ",[69,70,72],"a",{"href":71},"\u002Fhelp\u002Fclients\u002Femails-and-care-guides","email template"," — editable, sendable, and yours.",[15,75,77],{"id":76},"the-form-helper-works-the-same-way","The form helper works the same way",[11,79,80,81,85,86,90],{},"The same conversational flow exists for building form templates — describe the intake or consent form you need and review the drafted fields. The result saves as a normal ",[69,82,84],{"href":83},"\u002Fhelp\u002Fclients\u002Fbuild-a-form","form template",". There's also a matching helper for drafting ",[69,87,89],{"href":88},"\u002Fhelp\u002Foperations\u002Fimport-a-policy-from-a-document","workplace policies",".",[92,93,94],"warning",{},[11,95,96],{},"The AI drafts; you're the author. Read the whole draft before saving — especially anything that states policy, prices, or medical guidance. A confident-sounding wrong sentence is still wrong.",[15,98,100],{"id":99},"common-questions","Common questions",[23,102,104],{"id":103},"why-dont-i-see-the-ai-option","Why don't I see the AI option?",[11,106,107],{},"The AI assistant is a feature your business enables in its settings. If it's off — or your role doesn't include it — the option doesn't appear. Ask an admin.",[23,109,111],{"id":110},"does-the-ai-send-anything-to-clients","Does the AI send anything to clients?",[11,113,114],{},"No. It only produces drafts. Sending is always a separate, human action through the normal sending flows.",[23,116,118],{"id":117},"can-it-edit-an-existing-template","Can it edit an existing template?",[11,120,121],{},"Start a conversation describing the change you want and save the result as a template. For small tweaks, the ordinary template editor is faster.",{"title":123,"searchDepth":124,"depth":124,"links":125},"",2,[126,134,135],{"id":17,"depth":124,"text":18,"children":127},[128,130,131,132,133],{"id":25,"depth":129,"text":26},3,{"id":42,"depth":129,"text":43},{"id":49,"depth":129,"text":50},{"id":56,"depth":129,"text":57},{"id":63,"depth":129,"text":64},{"id":76,"depth":124,"text":77},{"id":99,"depth":124,"text":100,"children":136},[137,138,139],{"id":103,"depth":129,"text":104},{"id":110,"depth":129,"text":111},{"id":117,"depth":129,"text":118},"clients","Describe the email template or intake form you need in plain language and let the AI assistant draft it, then review and save it yourself.",false,"md","i-lucide-sparkles",[146,147,148,149,150,151],"ai email builder","generate email template","ai form builder","create intake form with ai","ai assistant draft","ai helper not available",{},true,70,"\u002Fhelp\u002Fclients\u002Fbuild-an-email-with-the-ai-helper",null,{"title":5,"description":141},"help\u002Fclients\u002Fbuild-an-email-with-the-ai-helper","2026-08-14","185pnpaUgLLc_S9EjeXCfEZJTRhlh3LZQ70jCdX3Fgk",[162,173,182,191,200,210,220,230,240,250,260,271],{"id":163,"title":164,"audience":6,"description":165,"extension":166,"icon":167,"meta":168,"order":169,"slug":170,"stem":171,"__hash__":172},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":174,"title":175,"audience":6,"description":176,"extension":166,"icon":177,"meta":178,"order":124,"slug":179,"stem":180,"__hash__":181},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":183,"title":184,"audience":6,"description":185,"extension":166,"icon":186,"meta":187,"order":129,"slug":188,"stem":189,"__hash__":190},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":192,"title":193,"audience":6,"description":194,"extension":166,"icon":195,"meta":196,"order":197,"slug":140,"stem":198,"__hash__":199},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":201,"title":202,"audience":6,"description":203,"extension":166,"icon":204,"meta":205,"order":206,"slug":207,"stem":208,"__hash__":209},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":211,"title":212,"audience":6,"description":213,"extension":166,"icon":214,"meta":215,"order":216,"slug":217,"stem":218,"__hash__":219},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":221,"title":222,"audience":6,"description":223,"extension":166,"icon":224,"meta":225,"order":226,"slug":227,"stem":228,"__hash__":229},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":231,"title":232,"audience":6,"description":233,"extension":166,"icon":234,"meta":235,"order":236,"slug":237,"stem":238,"__hash__":239},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":241,"title":242,"audience":6,"description":243,"extension":166,"icon":244,"meta":245,"order":246,"slug":247,"stem":248,"__hash__":249},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":251,"title":252,"audience":6,"description":253,"extension":166,"icon":254,"meta":255,"order":256,"slug":257,"stem":258,"__hash__":259},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":261,"title":262,"audience":263,"description":264,"extension":166,"icon":265,"meta":266,"order":267,"slug":268,"stem":269,"__hash__":270},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":272,"title":273,"audience":263,"description":274,"extension":166,"icon":275,"meta":276,"order":277,"slug":278,"stem":279,"__hash__":280},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[],1790218958169]