Create message templates

Templates allow you to create pre-configured messages that can be reused, saving time and ensuring standardization.

What are templates

Templates are message models that you can create once and use multiple times. They support dynamic variables for personalization.

How to create a template

1. Access the template library

In the side menu, go to Automations > Templates.

2. Create a new template

Click New template and fill in the information:

• Name: Internal template identification
• Category: Message type (reminder, confirmation, etc.)
• Language: pt-BR or en

3. Write the message

Create the message text using variables when necessary.

Example:

Hi {name}! 👋

We confirm your appointment:
📅 Date: {date}
🕐 Time: {time}
📍 Location: {address}

See you soon!

4. Preview the result

Use the preview to see how the message will look with real data.

5. Save the template

After reviewing, click Save template.

Available variables

You can use the following variables in your templates:

Contact information

• {name} - Full name
• {firstName} - First name
• {phone} - Phone number
• {email} - Email

Appointment information

• {date} - Formatted date (mm/dd/yyyy)
• {time} - Time (HH:mm)
• {service} - Service name
• {professional} - Professional name
• {duration} - Duration in minutes
• {value} - Service value

Need help?

Contact our support at suporte@planeasy.com.br.