Creating and Using Templates

Last updated: July 24, 2026

How can I create templates?

  1. Navigate to Templates.

  2. Select the green "+" button in the bottom right corner of the page.

  3. Type the message you would like to save as a template.

  4. Enter the name of your template.

  5. Select whether you would like to share the template with other Admins and Managers.

  6. Select "Save Template".

How can I use templates?

  1. Go through your normal message sending flow, selecting the locations and recipients you would like to send to.

  2. Instead of typing out your message, select "Use Template" (located under the message field).

  3. Select the name of the template you would like to use.

  4. Select "Use Template" to populate the message with your template.

  5. Send the message as normal.

Who can create templates?

Admin

Full access

Manager

Full access

Employee

No access

When would I want to create and use a template?

  • When you have repeatable messaging you would like to be able to reuse.