Templates & messages

Templates are the texts your clinic sends automatically: appointment confirmations, reminders, review requests and campaigns. Personalizing them makes every message sound like your clinic.

Where they're used

• Confirmation when booking an appointment.
• Reminder before the appointment — see Reminders.
• Review request after a visit — see Google reviews.
• Campaigns for reactivation — see Campaigns & reactivation.

Edit a template

1. Open Templates (or Messages) in your dashboard.
2. Pick the template you want to adjust.
3. Change the text. You can use variables such as the patient name, the date and the time of the appointment.
4. Save.

Best practices

• Be clear and brief; on WhatsApp, short works best.
• Include a clear action ("confirm by replying YES", "book here").
• Keep your clinic's name visible to build trust.

Note: some clinic-initiated messages use WhatsApp approved templates. If a template doesn't show up, check that it's approved in your account.