Creating Email / SMS templates

Overview 

Instead of rewriting an entire Email or SMS from scratch, you can simply create templates and reuse them. This will allow you to provide consistent and efficient communication to your patients.

Email templates

Let's start with how to create an Email template:

1. Click on the Cog button (top right) and select Templates.
   
   
   
2. Click Create Template.
   
   
   
3. Name the template and select the "Type" as Email or SMS Template.
   
   Email Template
   SMS Template
   
   
   
4. Scroll down and click on the green + Add content button.
   
   
5. Start creating your template by using the text tools. Hovering your cursor over each tool will show its name. Click here for more tool explanations.

*When using an Email template you can also attach an URL link for photo and pictures.

*When using a SMS template, please note that you can also see wordcount. SMS charges are AU$0.18 for 160 characters.

If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!