Message Templates allow you to save and reuse common messages, such as follow-ups or payment information, helping you respond to customers faster while keeping your communication consistent.
How do message templates work?
Message Templates let you create and store pre-written responses (including images and file attachments) that can be sent to customers after you’ve shared your first quote.
Like Quote Templates, Message Templates are fully customisable before sending, and you can create as many as you need to speed up your response time - even when you’re on the go.
When to use message templates
We recommend creating templates for any replies you send regularly. Craft your message once, save it, and reuse it whenever needed to ensure both speed and consistency.
Message Templates are ideal for scenarios such as:
Sending a quick follow-up after your first quote
Sharing additional information, menus, or attachments
Explaining your booking process or requesting a deposit
Responding to Frequently Asked Questions
Highlighting upsells or alternative pricing packages
Creating a Message Template
Navigate to Your Business in the main menu & click on Quote Templates.
Click on the Message Templates tab at the top
Select Create Message Template.
Enter a descriptive name for your template.
Compose your message, making sure to use personalisation tags to auto-fill customer details
Attach up to four relevant files or images.
Click Save Template to store your response.
Using Message Templates
Head to your Quotes and open the relevant customer conversation
Click the Templates icon next to the chat box.
Select the chosen template.
Customise the message if needed and add up to four attachments
Press Send
Top tip
Sending a message will notify your customer via email, making it easy to continue the conversation. Consider including your contact details and links to your website or social media so customers can reach you in the way that suits them best.
Message Templates can be used at any stage of a conversation after your first quote has been sent.
To create saved quotes, visit Quote Templates. You can learn more about setting up Quote Templates here.