Message Templates

Announcing message templates, quickly and easily send common messages to your clients.

Introducing Message Templates!

We've had many requests for message templates and we are excited to launch this to make it easier for everyone to quickly and easily send common messages to your clients without having to copy and paste. Read below to see all the details.

Note: If you don't see the Message Template buttons in Flow just refresh the page.

Creating a Message Template

1. On the bottom left hand side of Flow, you will see a new icon labeled Message Templates.

   

2. If you click on the icon you will see the new Message Templates page.

   

3. Clicking the + Add New button will create a new message template where you can include a name and the text you want in the Message template.

4. Once you click Save, your message template will be ready to use in Conversations.

Note: In the future, you will have the ability to attach forms, invoices, video calls, and dynamic tags (ex. auto-fill pet name) to Message Templates

Adding a Message Template in a Conversation

1. On individual conversations, you’ll see a new Message Templates icon.

2. Clicking this icon will surface a list of all the templates your clinic has created.

   

3. Once you select a Message Template, the text from that template will appear in the conversation text box.

   1. This will also work if you are on the Notes tab as well (ex. you can create a SOAP notes template).

4. Once a template is loaded in the conversation text box, you’ll have the option to edit any details and/or add attachments before clicking Send Message.

Note: If you don't see the Message Template buttons in Flow just refresh the page.