Business Management Suite

Email templates for every appointment type

Keep every client touchpoint consistent with reusable templates for Remote Online Notarization (RON) and in-person paper transactions. Use system-generated templates as a starting point, customize them, or create your own from scratch.

System-generated templates

These templates are available by default and can be duplicated or edited to match your preferred tone and branding.

NameDefault forType

Appointment Confirmation (Paper)Appointment confirmation (Paper)System-generated

Appointment Confirmation (RON)Appointment confirmation (RON)System-generated

InvoiceInvoiceSystem-generated

RON appointment confirmation

Automatically email this template when a RON appointment is scheduled in the Remote Online Notarization workflow.

Dear [Signer's full name],

Thank you for scheduling a Remote Online Notarization [Appointment type] with me. Your appointment is set for [Signing date and time].

At the time of your appointment, visit the following invitation link to join your signing session:
[Signing invitation link]

Expect to join on any phone, tablet, or computer as long as it has a camera, a speaker, and a microphone.
Test your connection before joining: https://app.notarycentral.org/customer/system-check

Please have a valid form of ID ready.

Please confirm your attendance by replying to this email.

If you have any questions or need to reschedule, don’t hesitate to let me know.

Best regards,
[My signature]

Paper appointment confirmation

Use this template for in-person appointments to share the time, location, and any prep notes.

Dear [Signer's full name],

Thank you for scheduling a [Appointment type] with me. Your appointment is set for [Signing date and time] at:
[Signing address]

Please confirm your attendance by replying to this email.

If you have any questions or need to reschedule, don’t hesitate to let me know.

Best regards,
[My signature]

Customize and reuse

Duplicate system templates to keep the default versions intact.
Add dynamic fields like signing date, appointment type, and invitation links for a personal touch.
Set defaults so every appointment confirmation sends the right message without extra effort.