How do I add email templates for appointment communications?
There are a number of default email templates pre-defined within WriteUpp for use with confirmations and reminders, but you can add as many others as you would like.
Go to Settings -> Scheduling -> Appointment Communication
Click on the Email Templates button at the bottom of the screen:
Click on +Add Template:
Complete the template details. Enter a template name, a message subject and content. If needed, use the 'Manage Attachments' button to add files, such as a patient information leaflet, from File Storage to the email template.
Note: Email templates in WriteUpp have a content limit of around 8,000 characters.
Top Tips:
If you have information about your practice on a webpage (like directions or pricing information) that you wish to add to your email templates, adding a link out to these pages is a really easy way of limiting the amount of text you need to add to your email templates.
If you are copying and pasting text from elsewhere, either from within WriteUpp or from a webpage or a word document, you might pick up some stray HTML formatting, which will increase the number of characters you use. To avoid this, you should either:
Paste the text into the notepad on your computer first, then copy and paste the plain text into WriteUpp. You can then use the tools in WriteUpp to format your templates.
Or
Compose your templates manually in WriteUpp by typing text and entering variables.
Then hit Save Template and you will see your new template added to the list.
And you will be able to choose it from the Message template dropdown box when you are next creating or editing a communication trigger!
Did you know? You can also manage email templates when creating and editing an appointment communication. If you select Email from the 'Method' dropdown and then click the Manage Templates link next to the 'Message Template' dropdown, this will take you to the screen where you can edit and create new email templates:
To add a new email template for appointment communications:
Go to Settings -> Scheduling -> Appointment Communication
Click on the Email Templates button at the bottom of the screen:
Click on +Add Template:
Complete the template details. Enter a template name, a message subject and content. If needed, use the 'Manage Attachments' button to add files, such as a patient information leaflet, from File Storage to the email template.
Note: Email templates in WriteUpp have a content limit of around 8,000 characters.
Top Tips:
If you have information about your practice on a webpage (like directions or pricing information) that you wish to add to your email templates, adding a link out to these pages is a really easy way of limiting the amount of text you need to add to your email templates.
If you are copying and pasting text from elsewhere, either from within WriteUpp or from a webpage or a word document, you might pick up some stray HTML formatting, which will increase the number of characters you use. To avoid this, you should either:
Paste the text into the notepad on your computer first, then copy and paste the plain text into WriteUpp. You can then use the tools in WriteUpp to format your templates.
Or
Compose your templates manually in WriteUpp by typing text and entering variables.
Then hit Save Template and you will see your new template added to the list.
And you will be able to choose it from the Message template dropdown box when you are next creating or editing a communication trigger!
Did you know? You can also manage email templates when creating and editing an appointment communication. If you select Email from the 'Method' dropdown and then click the Manage Templates link next to the 'Message Template' dropdown, this will take you to the screen where you can edit and create new email templates:
Updated on: 09/09/2024
Thank you!