Message Templates

​

Why Use Templates?

Most of what trainers email clients is the same few messages: class moved because of the weather, running ten minutes late, bring a towel, here’s this week’s homework. Templates let you write each one once, with the right fields and attachments, and reuse it whenever you need it. Because templates use fields, one template works for every client: {first name}, {pet name}, {session time}, and {location} fill in fresh each time you send.

​

Creating a Template

There are two ways to create one.

​

Save a message you’ve written

When you’re writing a message you’ll want again, click Save as template next to the message. The template editor opens with your subject, message, and attachments already filled in — give it a name and category, click Save template, and it’s ready next time.

​

Start from scratch

1. Open the message panel from Sessions or Clients (see Message Your Clients)
2. Click Browse next to the template picker
3. Click New template
4. Fill in:
   • Name — what you’ll see in the list, e.g. Class rescheduled (weather)
   • Category — Schedule changes, What to bring, Homework, Welcome & admin, or Announcements
   • Subject and Message — use Insert to add fields
   • Usually sent as — Service or Promotional (see below)
   • Attachments — files or links that should go out every time this template is used
5. Click Save template

​

Using a Template

In the message panel, click Choose a template to pick one quickly, or Browse to search the full list. In the browser, templates are grouped by category. You can search by name or filter by category, and click any template to expand it and see the full subject, message, and attachments before you use it. Click Use template to fill in the subject, message, attachments, and kind of message. You can still change anything before sending — your edits only affect this message, not the saved template.

​

Badges in the list

Each template also shows when you last used it, and a paperclip with the number of attachments it carries.

​

Service or Promotional by Default

Each template has a Usually sent as setting:

• Service message — updates about existing clients, bookings, sessions, or training progress
• Promotional message — promoting classes, packages, special offers, or other services

This only pre-selects the kind of message when you use the template. You can still change it before sending. See Service vs. Promotional Messages for how to decide.

​

Editing and Deleting Templates

Open the template browser, expand the template, and click Edit. Change whatever you like and click Save template. To delete a template, open it with Edit, click Delete, then Confirm delete. Messages you’ve already sent with it aren’t affected.

​

Template Ideas

A few templates trainers set up first:

​

Next Steps

• Message your clients
• Service vs. promotional messages