Please note that any previous TM2 templates are not directly compatible with TM3.
You can create a new email template for Appointments, Business, Case, Classes, Contact, Forms, Invoices, Clients, Payments, Practitioners and Waiting Lists.
To do this, go to 'Settings' and then select 'Documents' as highlighted in the image below:
To create a new email template, select the section you wish to add the new template to. This will expand and show you the different templates that have been created within this section. Select the option to 'Add a New Template':
You will then be able to rename your template and select the format you want as shown below:
Click 'Create' and the following screen will appear, allowing you to add your content.
You will notice on the top right of the screen, you have an option to change it to an SMS, Email, Letter or Print-Out. If you happened to click the wrong format during the creation of the document you can easily change it from here. Do this before creating the content of the template.
To start composing your email you can use the merge fields on the right hand side of the page. Nearly all relevant data fields are available as merge fields and will be relevant to the type of template you are creating. For example, if you are creating a template for a practitioner, all of the emerge fields will be relevant to practitioners.
In order to add a 'Merge Field' simply single click on the relevant field and it will add to your template. It will look like the example below:
So when you go to view your template for the selected receipt these will automatically populate with the details of the income.
Along the top of your template, there is a toolbar where you can perform a number of actions, such as making text bold or underlined, adding bullet points and inserting images or logos.
To insert an image or logo, click on the 'Insert Image' button as highlighted below:
This will bring up a pop up box where you can drag your image or select an image you have already uploaded. Then select 'OK'.
Please note that support image formats are .png .jpg and .gif.
We would normally advise changing the width of the image to 300px. This is to help prevent any issues happening when sending out the templates.
You can then save your template using the 'Save' button on the top right hand corner of your page.
Your template will now appear in your documents and is ready to use.