Client meeting
One-to-one with an agenda and a preparation note.
Template builder
Write it once. Personalise it per invitee.
The event description is the only place you get to explain why the invite is worth accepting. Templates make that description reusable without making it generic.
Preview
See it the way they will.
Desktop and mobile preview with real merge values from a chosen customer record, so you catch an empty field before 12,000 people do.
- Merge fields from any stored attribute
- Fallback text when an attribute is empty
- Preview against a specific customer record
- Reusable brand templates across campaigns
- Add-to-Calendar links for Google, Outlook, Apple
Aster & Co.
Your quarterly filing update
Thursday 13 August, 10:30 – 11:15 · Asia/Kolkata
Hello Maya — this is the session where we walk through the filing checklist for Tax clients. Bring last quarter's figures if you have them; if not, we will pull them up together.
Joining link is in the event location field.
Review your checklistAster & Co.
Your quarterly filing update
Thu 13 Aug · 10:30
Hello Maya — this is the session where we walk through the filing checklist…
Merge fields used
- {{first_name}}Maya
- {{segment}}Tax
- {{event_date}}13 August
- {{local_time}}10:30
Starting points
Ready-made templates.
Six shapes that cover most of what businesses actually send.
Webinar
One-to-many with a joining link and a topic summary.
Deadline reminder
A date that must be held, with what to bring.
Recurring session
Office hours or a weekly clinic on a pattern.
Event or open house
A physical location with directions in the body.
Blank
Your own structure, with the same merge fields available.
Brand
Your organiser name, not ours.
Invites go out under your verified sending identity and business name. Bloomod does not appear in the event your customer sees.
Sender verification is what makes this possible — and what stops anyone else sending
invitations that appear to come from your business.
How verification works
Template settings
- Organiser name
- Aster & Co.
- Sending identity
- Verified
- Reply address
- clients@aster.example
- Default time zone
- Asia/Kolkata
- Add-to-Calendar links
- On
AI-assisted preparation
Coming soon
Not available in this release.