Configure Notification Templates
Customize the messaging content for all notification types sent by the platform to ensure consistent branding and communication.
Prerequisites
- OrganizationAdmin role
- Access to Organization Settings
Steps
- Navigate to Organization Settings → Communication → Templates.
- Select the notification type you want to customize (e.g., appointment reminder, session report, booking confirmation).
- Select the channel (email, WhatsApp, SMS, push).
- Edit the template body using
{{placeholder}}syntax for dynamic content (e.g.,{{patientName}},{{appointmentDate}},{{clinicName}}). - For email templates, also configure the subject line.
- Click Save to publish the updated template.
Notes
- Templates are versioned — previous versions are retained for audit purposes.
- Default templates are provided for all platform-defined notification types until you customize them.
- Available placeholders are defined per notification type — the platform validates that all required placeholders are present before saving.
- Templates support all platform-supported locales: EN, ES, IT, NL, FR, RU, AR, DE.
- Only OrganizationAdmins can edit Organization-level templates. Clinic-level staff cannot modify templates.
- All template changes are recorded in the AuditLog.