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Templates Overview

Overview

There are multiple types of templates that you can store and use in StudioCloud. A template is a document that has sections of it that are replaced with information to customize the template.

Types of Templates

  • Document Template
    • Document templates are used to print out information regarding a resource such as a client, event, invoice, etc. They can also be used to print out a contract that a client can sign using the same information.
  • eSign Contract Templates
    • eSign Contract Templates are used to send a client a link to have them esign a contract online.
  • Email Template
    • Email templates are used to send personalized emails to clients. Once an email is setup it can be used over and over again.
  • SMS Text Template
    • SMS Text Templates are used to send personalized text messages to clients. Once an sms text message is setup it can be used over and over again.
  • CloudAlerts Email Templates
    • CloudAlert Email Templates are emails that are automatically personalized and sent to customers. The emails can be sent using various factors such as before or after sessions, for outstanding payments, etc.
  • CloudAlerts SMS Text Message Templates
    • CloudAlert SMS Text Message Templates are sms text messages that are automatically personalized and sent to customers. The sms text messages can be sent using various factors such as before or after sessions, for outstanding payments, etc.

How to Use Document Templates