How to Edit SMS Templates

This article guides you through the process of editing SMS templates in Pabau, ensuring that your communication remains tailored to your clinic's needs.

Step 1: Access Templates

Log in to your Pabau account, and in the left sidebar menu, navigate to Setup, go to Marketing & Communication, then select Communications, and finally, choose Templates.

Step 2: Switch to SMS Tab

Click on the SMS tab to access your SMS templates.

Step 3: Select Template for Editing

Choose the SMS template you wish to edit by clicking directly on it.

Alternatively, utilize the three-dot button on the far right of the template and select "Edit."

Step 4: Implement Changes

Make the necessary changes to the template content. Editing follows a similar process as when initially creating an SMS template.

Step 5: Confirm Changes

Click on "Save" in the upper right corner to confirm and save the modifications made to the SMS template. Your edited SMS template is now ready for use.

NOTE: We suggest reading our Communication Templates article for a more in-depth exploration of this topic.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.