Where to use tags

Email reminders

Home > Menu > Settings > Templates > Email reminders

Sample email reminder output.

SMS reminders

Home > Menu > Settings > Templates > SMS reminders

Sample sms reminder output.

Print template and Notes

Step 1 : Go to Home > Menu > Settings > Templates > Print template – tags are entered on different fields.

Step 2: Access a note on a visit record. – different tags are also used on this.

Step 3: Click on the overflow menu > choose Print.

Step 4 : The generated PDF printout will convert the tags of both print template and notes.

Invoice template

Sample Invoice Template

Sample Invoice Printout