Overview

Message templates help users create consistent, professional communication with their crew. By saving commonly used messages as templates, you can quickly reuse, share, and maintain high standards across your organization.

Common Use Case

  • Onboarding New Crew Members: Send a welcome message with standard instructions.

  • Daily Updates: Share routine check-ins or shift reminders.

  • Incident Reporting: Use a pre-approved format for reporting issues.

Use Case: Creating and Sharing a Message Template

Steps

  1. Compose Your Message

    • Write your message as you normally would in the messaging interface.

  2. Save as Template

    • Click the “Save as Template” option (usually below the message box).

    • Give your template a clear, descriptive name.

  3. Reusing a Template

    • Next time, click the template dropdown.

    • Select your saved template to auto-fill the message box.

  4. Sharing Your Template

    • To share, toggle the “Share” switch on your template.

    • Shared templates become available to others in your organization.

  5. Editing or Deleting Templates

    • Only the user who created the template can edit or delete it.

    • Access your templates list, select the template, and choose “Edit” or “Delete.”

FAQ

Q: Who can edit or delete a template?
A: Only the creator of the template can edit or delete it.

Q: Can I share my templates with everyone?
A: Yes! Just turn on the “Share” toggle when saving or editing your template.

Q: Where do I find my templates?
A: Templates are available in the dropdown menu in the message composer.

Pro-Tip

Use clear, generic language in your templates so they’re easily adaptable for different situations and users.

See Also

List of common templates

Legacy Compatibility


Please note that, creating message templates feature is available only in 2.0 but messages sent using templates in 2.0 are compatible with legacy.