Message Templates

Go to Settings → Edit message templates.

This page lists all automated messages the platform can send to patients, organised by event type. For each template you can customise:

• Email subject line
• Email body
• WhatsApp message text

17.1 Available Templates

Event	Email	WhatsApp
Appointment Confirmed	✓	✓
Appointment Cancelled	✓	✓
Appointment Reminder (24 h before)	✓	—
Reschedule Request (leave cancellation)	✓	✓
New Message Notification	✓	✓
Invoice Sent	✓	—

17.2 Template Variables

Use these placeholders in your template text — they are automatically replaced with real values when the message is sent:

Variable	Replaced with
{{patientName}}	Patient's full name (e.g. "Sarah Cohen")
{{patientFirstName}}	Patient's first name only (e.g. "Sarah")
{{date}}	Appointment date and time (e.g. "Mon, Jun 9, 10:00 AM")
{{location}}	Appointment location (empty if not set)
{{reason}}	Cancellation reason (empty if none given)
{{portalUrl}}	Link to the patient portal
{{invoiceNumber}}	Invoice reference number
{{total}}	Invoice total, formatted with currency
{{dueDate}}	Invoice due date (empty if none set)

For optional content (e.g. location that may not always be present), wrap in a conditional block:

{{#if location}}Location: {{location}}{{/if}}

This block is only included when location has a value.

17.3 Resetting a Template

If you want to go back to the original wording, click Reset to default below the template. This deletes your customisation and restores the built-in text.