For our customers using CardConnect for credit card processing, CardConnect is currently experiencing issues with processing payments. They are aware of the issue and are working to rectify the problem. For up to date information on the outage you can go to

On Monday, September 2nd, our offices will be closed for the Labor Day holiday. Our regular business hours will resume on Tuesday, September 3rd at 9 A.M. Eastern Daylight Time.

System Maintenance is scheduled Sunday night, April 22nd, between 10:00 PM and 5:00 AM EST Monday, April 23rd. While these database upgrades and maintenance is necessary, it will mean that our online services will not be available during this maintenance window. These services include: online booking, messaging, remote access, memberships or any account management. We apologize for any inconvenience this work may cause and thank you for your service and patience.

We recently experienced a service outage related to some Amazon Web Services, which affected key functionality of our Remote Access Service. This interruption happened on Thursday, June 22nd, between the hours of 9:00pm and 2:00am EST. The Remote Access Service is now fully restored. If you continue to experience issues with your Remote Access Service, please follow the directions on this Support Article to restart the Remote Access Service and try reconnecting again. You can also restart your computer to restart your service. If you are still experiencing issues afterwards please contact our support team at 1 (800) 604-2040.

All of our services have been restored after a brief interruption that impacted our Cloud online services. This interruption occurred between 9:45 a.m. and 10:55 a.m. EST on September 18th. We apologize for the inconvenience and thank you for your patience!

Editing Messaging Templates

These instructions will help you locate and modify the existing templates used for messaging and notifications in your software. We provide a default template for each message type, and if you've updated from an older version, then your own templates will be automatically selected. But, if you would like to make the templates we provide unique to your business, then read on!

All your templates can be located by selecting Manage E-mail & Text Message Templates in the Messaging & Marketing (or E-mail & Marketing) drop-down menu. Use the Filter Message Templates options at the top to view the Message Format and Message type templates you'd like to view/edit.

Editing a Template
Highlight any template name and click Edit Selected or double-click the template to edit. All the standard word processing and editing buttons and tools are located just above the message body editing window. Options include:
  • Font: choose Arial, Courier New, Georgia, Impact, Lucida Console, Tahoma, Times New Roman, Trebuchet MS, or Verdana
  • Font Size: choose any size between 5-74 pt.
  • Font Color: choose any color that Windows can create
  • Bold: make selected text bold
  • Italic: make selected text italic
  • Underline: make selecedt text underlined
  • Left Align: align selected text/item(s) left
  • Center Align: align selected text/item(s) center
  • Right Align: align selected text/item(s) right
  • Bullet List: create bullet list of text
  • Numeric List: create numberic list of text
  • Picture Insert: add images from file path or URL
  • Hyperlink: create URL links
  • Table Insert: create tables of text
  • Copy text from MS Word: copy edited text and preserve formatting from Microsoft Word
  • Design View: create/edit template in Design View
  • HTML Edit Mode: create/edit template in HTML View
Using <Insert> Items: words in your template surrounded by <>, e.g. <First Name>, are items that pull automatically from your database based on the employee/client receiving the message. This allows you to personalize each message sent to your clients/employees. The list of <Insert> items is available in the lower left side of the template editor for each message type. Not all message types have the same <Insert> options. Simply place the cursor where you would like the item added, select it in the drop-down menu, and then click Insert.

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