Question 1

What permissions do I need to edit WebCheckout email templates?

Accepted Answer

Editing templates requires both the "manage organization" and "manage templates" permissions in WebCheckout. Without both, the messaging manager under Admin > Organization > Messaging stays out of reach, so check with your WebCheckout administrator if you can't see it.

Question 2

What is a template set in WebCheckout?

Accepted Answer

A template set is the complete group of email templates — covering checkouts, reservations, and billing — that applies to a specific checkout center. You can build a new set by inheriting from the global default, inheriting from another existing set, or creating a fully independent copy that future default changes won't touch.

Question 3

What is handlebars, and why does it matter in email templates?

Accepted Answer

Handlebars is a simple merge-field syntax you drop into the HTML side of a template so it automatically pulls in real details, like a patron's name or a due date, when the email actually sends. WebCheckout's in-app help link leads to documentation on the available handlebars helpers, so you don't have to guess at the syntax.

Branded Email Template Manager: Give Patron Emails Your Institution’s Look