Last update: April 2019.
Here’s a question we got for a reader:
Hello there, i am a travel agent, and would like to define a custom email template to answer emails that my customer send me. I also would like to speed up my appointment scheduling process and have a template i can use to quickly create appointments and meetings. If it helps, i am using Outlook 365. Thanks upfront for any help you can offer.
Thanks for your question. Here we go ;-):
Setting up pre-defined email messages is pretty simple. All you’ll need to do is to type and format an email message and then save it as a template for future use.
Note: for simplicity, in this post, i will be using simple message and meeting template examples, however you can as well define more complex user fillable forms.
Please follow these steps:
Re-using your existing templates is pretty simple as well:
In the same fashion, you can reuse predefined formats for your meeting and appointments.
Just go ahead and define your meeting stencil and save it as an .otf file; then send your request to the meeting attendees.
From time to time you might need to modify your Outlook form / template.
In order to do that proceed as following:
Couple of readers asked us in which file path Outlook typically stores all custom stencils.
By default, the location is under your user account. In Windows 10 /8 or 7, it would be: C\:users\<your_user_name>\AppData\Roaming\Microsoft\Templates.
You can obviously store your files in different locations in your Windows PC operating system.
Tip: If you are unsure of the exact location, you can run a Windows search for .oft files.
If you are using Outlook for macOS and would like to define your own custom template formats, proceed as following:
Quite simple. Please follow these instructions:
Note: Outlook on macOS doesn’t support appointment and meeting templates