SMS Message Templates

What SMS Message Templates is for

The SMS Message Templates page holds reusable SMS templates that you send manually — for example, a quick reusable message you send from a patient record when the situation calls for it. This is different from the automated templates used for appointment confirmations, cancellations, reminders, and follow-ups, which send on their own when the matching event happens.

What you'll learn

How manual SMS templates differ from automated appointment templates
How to create a new template
How to edit an existing template
Why there's no Generate with AI button here

The SMS Message Templates page, showing a list of manually-triggered templates with options to add or edit a template.

Creating a template

Open SMS Message Templates

Go to Settings > SMS Templates.

Add a new template

Start a new template and give it a clear, recognizable name.

Write the message body

Enter the SMS text you want this template to send.

Save the template

Click Save. It's now available wherever you can choose a template for a manual message.

Editing a template

Find the template

Locate it in the SMS Message Templates list.

Open the template

Click it to open the editor.

Update the text

Make your changes to the message body.

Save your changes

Click Save to apply the update.

No AI generation on this page

No Generate with AI button here Unlike some other template pages in ClinyPal, SMS Message Templates does not have a Generate with AI button. You write these templates manually. If you're looking for AI-assisted drafting, that's available on the automated appointment message templates and in the Broadcasts Compose wizard, not here.