Create an email or SMS template
Save wording your team can reuse in one click.
Templates hold wording you send often, so nobody retypes it. Go to Setup, then Templates. Tabs separate your Email, SMS and Letter templates, and Groups keeps them organised.
Create a template
Click Create Template.
In Select template type, choose a format such as Email (Simple) or SMS.
Enter a Template name and pick a Group, such as pre-care or aftercare.
For email, write a Subject.
Write the Message, using the merge tag menu to insert patient and clinic details.
Under Suggest for these services, tick the treatments it suits.
Save the template.
Change or retire a template
Open the Row actions menu in the list and choose Edit. You can archive a template you no longer use and restore it later.
SMS messages are short, so check the character counter while you write.
Up next
Next, read Set up a sender address.