How do I create an email or SMS template?

Select any client
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Select the text bubble 💬 or envelope icon ✉️ next to the client's name
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Select the ‘Templates’ button 👇
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Click ‘Manage Templates’ 👇
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Select ‘Create new’ 👇
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Name your template ✍️ and choose if you would like this template to be used for SMS, email, or both
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Enter the text ✍️ that you would like to populate when the template is selected (you can even add attachments which will auto-attach to this template for emails, for example a leaflet on your service)
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Select ‘Save' ✅
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You have created a new template! 🎉