> ## Documentation Index
> Fetch the complete documentation index at: https://help.trypawgress.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Message Templates

> Save the messages you send again and again — rain-outs, running late, what to bring, homework — and send them in two clicks

## 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](/guides/messaging/message-clients#personalize-with-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](/guides/messaging/message-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**

<Tip>
  **Attach the handout once**

  A homework template with the worksheet PDF and the demo video link attached saves you hunting for files after every session. Template attachments are added automatically whenever you use it.
</Tip>

## 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.

<Frame caption="Browse templates by category and preview one before using it">
  ![Template browser showing Schedule changes and What to bring categories, with the Bring a towel template expanded](https://firebasestorage.googleapis.com/v0/b/pawplan-ca.firebasestorage.app/o/broadcasts%2F2026-10-client-messaging%2Fmessage-templates.png?alt=media)
</Frame>

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

| Badge | Meaning |
| - | - |
| **In use** | This template is the one filling your current message |
| **Needs a session** | It uses `{session time}` or `{location}`, so it only works when you message from the **Sessions** page |
| **Promotional** | It's set to send as a promotional message by default |

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](/guides/messaging/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:

| Name | Category | Uses |
| - | - | - |
| Class rescheduled (weather) | Schedule changes | `{first name}`, `{session time}`, `{location}` |
| Running late | Schedule changes | `{session time}` |
| New meeting spot | Schedule changes | `{session time}`, `{location}` |
| Bring a towel | What to bring | `{pet name}`, `{session time}` |
| Week 3 homework | Homework | `{pet name}` + worksheet PDF + video link |
| Welcome to training | Welcome & admin | `{first name}`, `{pet name}` |
| Fall classes are open | Announcements | `{first name}`, `{pet name}` — **promotional** |

## Next Steps

* [Message your clients](/guides/messaging/message-clients)
* [Service vs. promotional messages](/guides/messaging/promotional-messages)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.