Open an existing template or click '+ New template' to create one
Give the template a clear name so it is easy to identify
Select the type: Email or SMS
Write your subject line and message body. Type # to insert variables such as client first name, document name, invoice number, or business name. These populate automatically when the message is sent.
Click Save.
How to use message templates with automations
When setting up an automation, you choose how the message is composed. There are two options:
Write inline - write a static message directly in the automation, or use the system default. This message is specific to the automation and is not reusable elsewhere.
Use template - select a saved message template. Templates can be reused across multiple automations and support additional variables such as document links.
Using a template keeps your messaging consistent and saves time, particularly where the same type of message is sent frequently.
For example:
Use a different template for an overdue invoice than for a paid invoice confirmation
Set up separate templates for messages sent to a client versus a medical aid
Create a specific template for a document sent to a referring doctor versus a client
Using templates when sending documents
When sending a document manually in Bookem, you can select a message template to pre-populate the accompanying message.
Open the document you want to send
Click 'Send'
Select a message template from the list
Review the message and click 'Send'
Note: if you only have one message template, it will be selected by default. A list will only be displayed if you have two or more message templates set up.