There are 2 types of Templates - Marketing & Reminders.
Add Marketing Templates
Marketing Templates are used for marketing initiatives or frequent blasts about opening times, client offers or new team members.
Once you have added Marketing Templates you can use them to customise marketing campaigns & messages (Email and SMS) you want to send to your clients to drive recalls, programs you are running or promotions.
To Add a Marketing Template:
Go here
Or go to Settings > Messaging > Message Templates
Select Marketing
Select Location
Select Email or SMS
Add marketing Subject (e.g. Latest News from Manly Physio)
Add marketing text into the editor
Select the toggle if you would like to automatically send a form with a client appointment reminder and select the form from the dropdown menu.
Save
When sending a marketing email or SMS you can select this template to make communications consistent & professional.
For all Marketing Templates add content to both Email and SMS versions. 'Emails' can have additional formatting and greater message length. 'SMS' have no formatting and should be shorter in length.
Add Reminder Templates
Reminders Templates are used when you set the reminder settings for an appointment. You could have multiple formats e.g. Pilates reminder, group reminder, physio reminder or massage reminder.
Once you have added Reminder Templates you can use them to customise automated messages (Email and SMS) to your clients at a pre-determine time using auto reminders.
To Add a Reminder Template:
Go here
Or go to Settings > Messaging > Message Templates
Select Reminder
Select Location
Select Email or SMS
Add marketing Subject (e.g. Latest News from Manly Physio)
Add marketing text into the editor
Select the toggle if you would like to automatically send a form with a client appointment reminder and select the form from the dropdown menu.
Save
When setting a reminder from the appointment screen you can select this template (or set it as default in your auto reminder settings)
For all Reminder Templates add content to both Email and SMS versions. 'Emails' can have additional formatting and greater message length. 'SMS' have no formatting and should be shorter in length.
You can customise the reminder template for each appointment type on the product details screen. When you schedule an appointment, the reminder template selected for the product will be used. For any multi-booking's, all linked appointments will be included in the appointment reminder so client's are appropriately notified.
Tips:
Be mindful when sending templates using SMS as SMS are charged on a per credit (character limit basis) and can become costly if long.
Keep SMS templates short.
Email templates can be longer.
You can also include SMS or Email in the template name so you can easily tell the difference between them, making sure you select the appropriate one for SMS when sending.