Customer Emails Through Rex — Draft, Review, Send

Rex can draft customer emails for you — check-in reminders, balance notices, follow-ups, or any custom message. You always review and edit before sending. Rex never sends emails on its own.

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How It Works

Step 1: Ask Rex to Draft

Tell Rex what you want to say and who it's for:

• "Send a check-in reminder to Sarah Jones about her 10am booking"
• "Draft a balance reminder for the customer with $200 outstanding"
• "Message the Garcia family about the weather forecast for Saturday"

Step 2: Rex Creates the Draft

Rex: 1. Finds the customer's booking 2. Writes a professional email based on your request 3. Shows you a preview in the chat with the subject, recipient, and message summary 4. Gives you a Review & Send link

Step 3: Review & Edit

Click the link to open the compose page. You'll see:

• To — The customer's email (from the booking)
• Subject — Editable subject line
• Message body — Editable message text
• Booking context — Customer name, unit, date shown for reference

Edit anything you want — the subject, the wording, the tone. It's your email.

Step 4: Send

Click Send Email when you're satisfied. The email goes out immediately with your business branding, booking details, and contact information included automatically.

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What You Can Ask Rex to Draft

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Starting from a Booking Page

You can also start a draft directly from a booking or cart page without going through Rex Chat:

1. Open the booking in the dashboard
2. Click Email Customer
3. This opens the compose page with the customer pre-filled
4. Write your subject and message
5. Click Send Email

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Smart Email Safeguards

Duplicate Prevention

Rex checks if a similar email was already sent recently. If a balance reminder went out today, Rex will let you know:

"A balance reminder was already sent to this customer today. Want me to draft one anyway, or wait a few days?"

Email History

When Rex looks up a booking, it shows any emails already sent about that record — so you can see what the customer has already received before sending another message.

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Email Details

• From: notifications@recsystems.com (on behalf of your business)
• Branding: Your business name, booking details, and contact info are included automatically
• Tracking: Every email sent is logged on the booking record

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Tips

Let Rex Write the First Draft

Rex writes professional, friendly emails. Start with Rex's draft and tweak to match your voice — it's faster than writing from scratch.

Include Context in Your Request

The more you tell Rex, the better the draft:

• Good: "Remind Sarah about her check-in tomorrow at 10am and mention to bring sunscreen"
• Basic: "Email Sarah"

Check the Recipient

Always verify the To field on the compose page before sending.

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Related Articles

• Meet Rex
• Actions Rex Can Take
• Customer Communication Guide