Using messaging templates


Sometimes, you may find yourself sending the same message to clients, such as:

  1. Welcome messages
  2. Invoice payment information
  3. Instructions or directions
  4. Rescheduled appointment notification

This is where reply templates come in! Using these, you can save frequently used messages and fill them in quickly.

Creating a new template

  1. Find a client or contact in the list, and click the envelope icon to start or continue a conversation
  2. Click the magnifying glass icon to open the templates view
  3. Click + New Template button to start a new template
  4. Give it a memorable, short name like "New Client Welcome Message". The client will not see this name
  5. Type in the text you want to re-use
  6. Click Save

Additionally, if you are the owner of the team, you will have an option to share that message template team-wide if you would like. If it is shared with the team, any team member will have access to use that template when they message clients. As the owner, you can also choose to "un-share" that template if you wish, by going back in and changing to not shared.

Using a template to pre-fill

  1. Open a conversation in the message center
  2. Click the magnifying glass icon to open the templates view
  3. Click the template you want to use
  4. It will pre-fill in the message box and you can make any changes you need
  5. The changes you make in the message box will not change the template\

Here’s how you can use a template when sending a message:

  1. Open a conversation in the Messages center
  2. Click the search icon (🔍) to open your templates
  3. Select the template you’d like to use
  4. The template will be added to your message box
  5. Make any edits or personalize the message as needed, then send

💡 Note: Any changes you make to the message will not affect the original template.

Making a template from a previous message

  1. Open a conversation in the message center
  2. Click the clock icon to open the templates view
  3. Click the duplicate icon on the message you want to use as a template
  4. Change anything in the message template, for example removing any specific client name or information
  5. Give the new template a memorable, short name
  6. Click Save & Use
  7. It will pre-fill in the message box and be saved as a template for the future