| Field |
What to add |
| Name |
A title for the template. Be descriptive so it can easily be found. |
| Allow manual sends |
Box ticked: A team member can manually send the template and it can be used for automation |
| Box unticked: The template can only be used for automation |
| Restrict to teams |
This allows specific teams to access the template. Add the team names here to restrict it or leave it blank to be used by everyone |
| Template type |
Application: This is for general use |
| Appointment: This is used when letting the customer know about their appointment |
| Message |
This is where you type the body of your message. You can use replacement tokens to autofill some information from the application. |
| Replacement tokens |
These are used in the message body to autofill information from the application. For example, the 'Forename' token will add the customer's forename to the message. |