PlanIt EPOS · Diary & Fitting Teams

Email a booking confirmation to the customer

What does this do?

Any booking can be emailed to the customer as a confirmation showing the date, slot and who is coming. It is sent from your business, so replies come back to you.

How to use it

  1. Open the booking: Add to diary for a new one, or Move fitting on a sale.
  2. Make sure the Email field holds the customer's address. Without one the tick box stays greyed out.
  3. Tick Email the customer their appointment (or Email the customer the new date when moving).
  4. Press Add to diary, Book fitting or Move fitting. The till confirms with Confirmation emailed to the address.
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Related guides

Add a fitting date to a sale that had none

When flooring was sold without a fitting date and the customer rings back with one, you can book it straight onto the original sale. The booking goes in the Diary and Customer Orders and can email the customer their appointment.

Diary & Fitting Teams

Move a fitting to another day

Move fitting changes the date, slot or team on a fitting that came from a sale, and can email the customer the new appointment. Manual diary bookings are edited straight from the calendar.

Diary & Fitting Teams

Email a receipt, invoice, quote or statement

Every receipt, invoice, quote and statement can be emailed straight from the till with the PDF attached. No mail program is needed, and when the customer replies it comes back to your shop's email address.

Receipts, Refunds & History

Cloud sync, working offline and running two tills

Cloud sync backs up every sale, keeps products, prices and settings the same on every till, and powers the customer portal. The till carries on working offline and catches up when it reconnects.

Getting Started

Add your company details and logo

Your company name, logo and contact details print on every receipt, quote, invoice and statement, and brand the customer portal. Set them once and every till in the shop uses them.

Settings & Account

Add a fitting team

Fitting teams are your crews. Each team gets its own colour, and every fitting booked to that team shows in that colour on the Diary and the fitting calendar, so you can see who is out where.

Diary & Fitting Teams
Questions this guide answers
  • How do I send the customer their fitting date?
  • Why is the email box greyed out in Add to diary?
  • Does the customer get told when I move a fitting?

Last updated 2026-09-03 · Direct link for this feature