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Automate client communications with templates by setting up appointment confirmations, reminders, rescheduled and cancellations templates.

Set up appointment templates

If you travel to see clients, you can include the appointment location/their address in your SMS and email confirmations and reminders.

Set up SMS and email confirmations and reminders for mobile appointments

Send consistent, pre-written emails across your workspace- from invoices to forms, progress notes and more.

Set up email templates

Create intake forms, service agreements, consent forms and more- ready to send, reuse and automate.

Set up standard form templates

From website to waitlist- collect, triage and manage new referrals all in one smooth, automated flow.

Set up embeddable form templates

Create progress note templates for all practitioners in your business

Set up progress note templates

Design letter templates for practitioners to use in your business. Send to contacts and clients and include your signature.

Set up letter templates

How to access and set up body charts for your workspace

Set up body chart templates for your workspace

Templates

Find answers and get help from Intercom Support and Community Experts

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