How To Create A Letter Template

Please note that any previous TM2 templates are not directly compatible with TM3 Web.

You can create a new letter template for Appointments, Businesses, Case, Contacts, Invoices, Clients, Payments, and Practitioners. To do this, first go to settings and then select templates which is highlighted in the image below:

This will show a list of the different template sections.

To create a new letter template select the section you wish to add a new letter template to. This will expand to show you all the different templates that have been created under the selected section along with the option to Add a New Template:

You will then be able to rename your template and select the format you want it to be as shown below;

Clicking create will then load the following screen, and you will now able to add your content.

You will notice at the top right of the screen, you have the option to change it to an SMS, Email, Letter or Print Out. If you happened to click on the wrong one in the creation of the document you can easily change it from here before you continue on with creating your template.

To start composing your letter you can use the different merge fields on the right-hand side of the page. Nearly all relevant data fields are available as Merge Fields and will be relevant to the type of template you are creating so, for example if you are creating a template for a practitioner all the merge fields will be relevant to practitioners. Adding and using Merge Fields within your templates is easy, and if you have opened an existing template before, you will probably understand how they work already.

In order to add a merge field, simply single click on the relevant field and it will add it to your template. It will look like the example below;

So when you go to view your created template for selected practitioners these will all automatically populate with the practitioner's details.


Along the top of your template, there is a toolbar, where you can perform a number of actions, such as making text bold or underlined, adding bullet lists and inserting images, such as a logo. To do this, click on the insert image button as highlighted below.

This will bring up a pop up box where you can drag in the image you wish to insert or select an image you have already uploaded. Please note that support image formats are .png, .jpg and .gif. Then select OK. 

We would normally advise changing the width of the image to 300 px. This is to help stop any issues happening when sending the templates.

You can save your template using the save button on the top right-hand corner of the page.

Your templates will now appear in your documents.