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SMS/Text Templates

Table of contents

Create a Template #

  1. Go to System on the main menu, then click Text Templates.
  2. Click Add New.
  3. Type in a Template Name. (Note: This name will not be seen by customers.)
  4. Type your message in the Message box.
    Note: SMS messages have a a character limit, which will be tracked for you underneath the message box. It will warn you if you go over the limit.
  5. Use the Preview Message button to see what your message will look like before sending it.
  6. Use the Insert Merge Tag button to add items to the template that will automatically be replaced with things like the receiving customer’s name, appointment information and birthday.
  7. Click Save when finished.

Edit a Template #

  1. Go to System on the main menu, then click Text Templates.
  2. Click on the template you want to edit.
  3. Edit your message in the Message box.
    Note: SMS messages have a a character limit, which will be tracked for you underneath the message box. It will warn you if you go over the limit.
  4. Use the Preview Message button to see what your message will look like before sending it.
  5. Use the Insert Merge Tag button to add items to the template that will automatically be replaced with things like the receiving customer’s name, appointment information and birthday.
  6. Click Save when finished.

Remove a Template #

  1. Go to System on the main menu, then click Text Templates.
  2. Click on the template you want to delete.
  3. Click the Deactivate button.
  4. Then click Deactivate again to confirm.

Copy a Template #

  1. Go to System on the main menu, then click Text Templates.
  2. Click on the template you want to copy.
  3. Click the Copy button.
  4. Then click Continue to confirm the copy.
  5. Type in a Template Name. (Note: This name will not be seen by customers.)
  6. Edit your message in the Message box.
    Note: SMS messages have a a character limit, which will be tracked for you underneath the message box. It will warn you if you go over the limit.
  7. Use the Preview Message button to see what your message will look like before sending it.
  8. Use the Insert Merge Tag button to add items to the template that will automatically be replaced with things like the receiving customer’s name, appointment information and birthday.
  9. Click Save when finished.
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Updated on July 27, 2023