This article is about how to create email and SMS cancellation templates for patient bookings. For information on creating email and SMS templates for confirmations and reminders, see here.

Note: To create cancellation templates, you must have a role assigned to you that gives you editing permissions for SMS and email template settings and Products.

In this article:

You can create a cancellation template at any time from the Settings page:

1. Go to the SMS and email templates tab.

2. Click New in the top right-hand corner.

3. Fill out the basic information for the cancellation template.

4. Select whether you want the cancellation template to be email or SMS.

5. Enter the content for the email or SMS. You can directly type in the text editor, or click on the Tags to insert customised information, such as a patient's last name.

6. Tick Active at the top of the screen to make the cancellation template available to use.

7. Click Save.

Your created cancellation template appears in the SMS and email templates tab. You must now make sure it is activated, and it is linked to a product.

When you have created a cancellation template, you must make sure that it is activated so that it can be used in your practice. You can activate a cancellation template at any time from the Settings page:

1. Go to the SMS and email templates tab.

2. Click the more options icon next to the template that you want to activate.

3. Select Make active.

The template is now active. You can now link this template to a product.

Note: You can deactivate a template at any time by following the same steps as above and selecting Make inactive under more options.

When you have created and made active a cancellation template, you can then link it to a product from the Products page:

1. Select the product.

2. Click the edit icon in the top right-hand corner.

3. Scroll down to the Confirmation and Reminders section.

4. Use the dropdown menus to select the cancellation template that you want.

5. Click Save at the top of the screen.

When you now cancel an appointment with that product, your set cancellation email or SMS is sent automatically to the patient.

You can edit a custom cancellation template at any time from the Settings page:

1. Go to the SMS and email templates tab.

2. Click the more options icon next to the cancellation template that you want to edit or delete.

3. Select Edit.

4. Make the edits you want.

5. Click Save in the top right-hand corner of the page.

You can delete a custom cancellation template at any time from the Settings page:

1. Go to the SMS and email templates tab.

2. Click the more options icon next to the template that you want to delete.

3. Select Delete.

4. Click Delete to confirm the deletion.

The template is deleted from Semble. You can create a new template at any time by following the steps above.