How do I edit SMS templates for appointment communications?

To create an appointment communication (such as an appointment confirmation), you must select a message template to send out following the trigger event (e.g. a new appointment booking). WriteUpp comes with a few predefined templates which you can use and customise to your needs. You can also edit any SMS templates you have created.

To edit your SMS templates:

Go to Settings -> Scheduling -> Appointment Communication

Choose SMS Templates from the bottom of the screen:



Click on Edit next to the template you would like to change:



Make your changes, then click on Save Template:

The SMS template will then be updated.


You can also quickly and easily edit an SMS template using the three dot menu at the end of the row of the trigger using that template. Go to Settings -> Appointment Communication and click on Edit Template within the three dot menu:



Or

You can also manage email templates when creating and editing an appointment communication. If you select SMS 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 SMS templates:

Updated on: 09/10/2024