Customize Room invite emails from Preview & Send so every customer gets the right context, next steps, and tone. Save your best invite copy as Email Templates so your team reuses consistent messaging across Sales, Onboarding, Partnerships, and Support. Select a template when you share a Room to fill the subject and body instantly. When you connect Google Calendar, Email & Contacts, choose your own email address as the sender to match how customers recognize you.
Prerequisites & Requirements
Plan: All plans
Permissions: Any user with permission to share the Room.
Technical Specs: To send invites from your own email address, enable Google Calendar, Email & Contacts integration.
How to customize a Room email invite
Open the Room.
Click Share (top right).
Under Share via Email, click Preview & Send.
Edit the Subject.
Edit the Message body.
Adjust Room permissions before you send.
Click Send.
What the Buyer sees
The buyer receives your email invite with your subject line and message body.
The buyer opens the Room with the permission level you selected.
How to create an Email Template for Room invites
Open Preview & Send.
Open the Email Templates dropdown.
Click Add New Template.
Enter a template name.
Write the email body (and subject, if available in the template UI).
Click Save template.
How to use an Email Template when sharing a Room
Open Preview & Send.
Open the Templates dropdown.
Select the template you want.
Edit the Subject and Message body if needed.
Click Send invite.
How to send Room invites from your own email address
Enable Google Calendar, Email & Contacts integration in your account.
Open the Room.
Click Share → Share via Email → Preview & Send.
Select your email address in the sender field.
Click Send invite.
What the Buyer sees
The buyer sees your name and email address in the From field (when you select your connected email).
Troubleshooting & Error States
I don’t see the Templates dropdown in Preview & Send.
I don’t see the Templates dropdown in Preview & Send.
Open Share → Share via Email → Preview & Send, then check Email Templates.
I can’t select my email address as the sender.
I can’t select my email address as the sender.
Enable Google Calendar, Email & Contacts integration, then reopen Preview & Send.
My customer says they can’t access the Room after they open the invite.
My customer says they can’t access the Room after they open the invite.
Change Room permissions in Share, then send a new invite from Preview & Send.
Pro-Tips
Create one template per motion (Sales, Onboarding, Partnerships, Support) so teams reuse consistent structure and next steps.
Add “What to do next” bullet points in the invite body so customers act right after