SMS Templates
Reuse clear wording for offers, introductions and appointment follow-ups.
In the CRM: Messaging → Templates
Save your best messages
Templates save typing and keep the business name, offer and next step consistent. Prepare messages for new enquiries, booking follow-ups and requests for more information.
Create and use a template
- Choose Add New. Enter a useful Name, such as Consultation follow-up.
- Choose Static Text for consistent wording. Write the Template with one clear next step.
- Choose Save changes. The template appears in the library.
- Use the template picker in Bulk SMS, then review the audience, sender and final message before submitting.
Useful marketing templates
| Situation | Wording to prepare |
|---|---|
| New enquiry | Thank the prospect and ask which service they need. |
| Appointment follow-up | Confirm the next action and share the booking or contact link. |
| More information requested | Give a short answer and offer a call. |
| Agent or buyer follow-up | Explain the opportunity so the person taking the next call has context. |