Message Templates
Create reusable email/SMS templates for sending payment links and consent form links.
Message templates let your team reuse consistent wording when sending payment links and consent form links to clients.
They are organization-level (shared by the team), and are separate from Flows (automation).
They are used when sending Send Messages.
Templates define the message content. Email delivery uses the provider selected in Communication Settings when the message is sent.
Fast answer
Go to Messages → New to create a template.
What Message Templates Are Used For
Message templates are used in direct-message workflows where TatTool generates a link and you send it by:
- Email (subject + body)
- SMS (body only)
Typical use cases:
- Request an online payment from a booking
- Request a deposit payment
- Request a digital consent form signature
Automation vs templates
If you want messages to send automatically (for example “always send the consent link when created”), use Flows.
Template Types (Actions)
Each message template is created for a specific “action”:
- Online payment created (payment request message)
- Deposit created (deposit request message)
- Consent request created (consent request message)
The chosen action controls which variables are available (and which link variable is required).
Draft, Published, and Default
- Draft: editable work-in-progress. Useful while you iterate.
- Published: ready to use.
- Default: the template TatTool auto-selects when composing a message for that action.
Only one default template per action can exist per organization.
Template Variables
Templates support variables using double curly brackets (always insert them using the variable picker if possible).
Examples:
Hi {{client_name}},Your appointment is {{event_start}} at {{event_location}}.Please complete payment here: {{payment_link}}Please review and sign here: {{consent_form_link}}
Required link variables
- Payment templates must include
{{payment_link}} - Consent templates must include
{{consent_form_link}}
If the required link variable is missing, TatTool will block sending.
Available variables
| Variable | Meaning | Available on |
|---|---|---|
{{recipient_name}} | Recipient/client name | Payment + Consent |
{{client_name}} | Client name | Payment + Consent |
{{event_start}} | Event start date/time | Payment + Consent |
{{event_end}} | Event end date/time | Payment + Consent |
{{event_location}} | Location name | Payment + Consent |
{{participant}} | Assigned participant/artist | Payment + Consent |
{{payment_amount}} | Amount due (formatted) | Payment only |
{{payment_link}} | One-time payment link | Payment only |
{{consent_form_link}} | Consent form signing link | Consent only |
Don’t paste real links into templates
Use the link variables ({{payment_link}} / {{consent_form_link}}). TatTool replaces them with the correct generated link when you send.
Writing Good Templates
Recommendations:
- Put the required link on its own line to make it easy to tap on mobile.
- Keep SMS templates short (SMS is often delivered/billed in segments).
- Use a friendly greeting and clear call-to-action.
- Avoid sensitive information in plain text.
Preview and Testing
In the template editor you can preview the message as:
- Email (rendered with TatTool’s email layout)
- SMS (shows message text and basic SMS segment metrics)
Use the preview booking selector to spot-check variables like location, participant, and event time.
Access and Permissions
Only organization owners/admins can create, edit, or publish message templates.
Other roles can still use templates when composing messages (depending on where the send action is available).