SMS and Email Templates in SM6

Create SMS and/or Email Templates

  1. Go to Settings > TemplatesBusiness Templates are for email reminders/confirmations. SMS Templates are for text message reminders/confirmations.
  2. Business and SMS templates follow the same formatting (however, keep your SMS templates concise!).
    Here are some resources for you to use while setting these up:
    What are some examples of email templates:
    What data tags are used in email templates:
    *Note – if you are using templates in an outside program, you’re welcome to copy+paste them into ServiceMonster; just be sure to add data tags and preview them before sending them out.’
  3. Create as many reminders as you’d like depending upon the verbiage and number of reminders you’re sending out.

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