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

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

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