Please note that any previous TM2 templates are not directly compatible with TM3 Web.
You can create a new SMS template for Appointments, Business, Cases, Classes, Contacts, Forms, Invoices, Clients, Payments, Practitioners and Waiting Lists.
To do this, click on 'Settings' and then select 'Documents' which is highlighted below:
To create a new SMS template, select the section you wish to add the template to. This will then expand to show you all the different templates currently created in this section, along with the option to 'Add a New Template':
You will then be able to rename your template and select the format you want it to be as shown below:
Clicking 'Create' will then load the following screen where you will be able to add your content.
You will notice at the top right of the screen, you have the option to change it to an SMS, Email, Letter or Print Out. If you happened to click on the wrong one in the creation of the document you can easily change it from here before you continue on with creating your template.
To start composing your SMS, you can use the different '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 that you are creating. For example if you are creating a template for a practitioner, all the merge fields will be relevant to practitioners.
To add a 'Merge Field', simply single click on the relevant fields and it will add to your template. It will look like the example below:
So when you view your created SMS template for the selected location these will automatically populate with the details.
You can 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.
Text Messages are charged per text which is 160 characters. If you go over the 160 character limit you will be charged for 2 text messages - however, the client will only receive 1 message overall.