Text Templates

Overview

Text Templates help you save time by allowing you to reuse commonly used messages across Doulado. Instead of typing the same content repeatedly, you can create templates for notes, messages, paperwork, and invoices, and insert them whenever needed.

Templates keep your communication consistent and efficient, whether you're documenting visits, messaging clients, or sending forms.

You can manage your templates in one place, access them while working, and share them with your team for a more streamlined workflow.

Table of Contents

• Creating a Template
• Managing Templates
• Using Templates

Where to Find It

You can find all the Templates button along the Top Navigation menu. This modal contains all the template list and configurations for the parts of Doulado that can use and share templates.

Visits

From Billing > Visits > Any Visit Row, click on the Add Note row action.

You can also find this option when you choose a scheduled visit in your Calendar dashboard.

Messages

From the Messages to a Client or a Team.

Paperwork Message

From sending a document to a Client via Clients > Paperwork

Client Note

From a Client Profile > Timeline Notes, click on Add Note.

You can also find this in the Notes tab in the Client Profile.

Invoice Note

From Billing > Invoices > New Invoice.

You can click on + New Blank Invoice or choose an existing invoice template.