Message templates
Create, test, version, and restore email, WhatsApp, and SMS templates for the patient and staff moments your clinic manages.
Edit the automated email, WhatsApp, and SMS wording at /practice/templates; active workflows use the current version you save.
Find a message
The library groups messages by workspace, team, patient portal, booking and payment, intake and requirements, clinical review, dispatch, retention, and operations. It covers events such as invitations, booking changes, payment results, missing information, approval or decline, Royal Mail delivery, refill reminders, low stock, DPA updates, and delivery failures.
Edit and test safely
- Select Edit beside an event and channel.
- Enter an email subject when the channel is email, then edit the body.
- Use the variable hints, such as
{{first_name}},{{clinic_name}},{{appointment_time}},{{drug_name}},{{tracking_url}}, and{{reorder_url}}. - Select Save new version. The previous version stays in history.
- Open the history to revert an older version, or use Send test to send a rendered sample to your own contact details.
Only active templates are used by automated workflows. SMS is available in the template library, but SMS delivery is not connected yet.