Creating an SMS Template

You can setup SMS templates that you can then use to send an SMS to a client, send SMS messages in bulk to all or part of your client database, or use it for SMS appointment reminders.

How to Setup an SMS Template

  1. Go to Tools > Communication > Templates
  2. Click 'New Template'
  3. Set Message Type as 'SMS'  
  4. Add your template name and a description for your reference (this information is not published).
  5. Add your message content. You can insert merge fields from the drop-down list to personalise your message.
  6. Click 'Save' at the bottom of the page. Your new SMS template will now appear in your Template List.

 

You can now use this template to send an individual SMS to a client, send SMS messages in bulk to all or part of your client database, or use it as your template for SMS appointment reminders.