Skip to main content

How do I create and edit templates in Joy for logging Client contacts/notes/actions?

By following these steps, you can efficiently create and manage templates that are shared across your team, saving time on repetitive tasks.

Written by Sonja Gebhardt

📌 Note: All templates you create will appear for everyone in your organisation.

There are two different areas in Joy to save a template for different functions:

  1. When sending emails/texts to clients

  2. When creating a client record using contact/note/action

  1. Open any client case, hover over the pink 'Create New' button and click on client contact
    ​

  2. Click on 'Templates' 👇 to view any existing templates in your account, if you want to create a new template, click 'Manage Templates' 👇 at the bottom of the menu
    ​

  3. On the template management screen, click 'Create New' 👇 in the top-right corner
    ​

  4. Give your template a title and type out the content you want to standardise ✍️, such as standardised questions or common phrases
    ​

  5. When you're satisfied with your template, click 'Save' ✅ to add it to your list of templates
    ​

  6. To edit or delete a template, go to the template list
    ​

  7. You can click the pencil icon ✏️ to edit, or the bin icon 🗑️ to delete a template, remember, changes you make will apply to everyone on your team
    ​

  8. To use your template, go back to your template list and select the one you've created 👇, the title and content will appear, and you can fill in the specific details for your client
    ​

  9. Once you've filled in the details that aren't provided by the template ✍️, save the contact or note as usual
    ​

  10. You have now created and used a template! 🎉

Related Articles
Did this answer your question?