Calendar Access

ScheduleAssist allows you to customize the text messages sent to your appointment contacts in order to best meet your needs. Follow the instructions below to create, edit, or delete a text template:

1. Log in to TOTAL as the ScheduleAssist user where you want to create or modify text templates, and go to the ScheduleAssist PowerView.
2. Click your username on the upper right, and select Text Templates.

   

3. Create, edit, or delete a text template:

   

   1. Click the New + button to create a new text template. Then, type the name of the template as you want it to appear and press Enter.
   2. Click the pencil icon (  ) to the left of an existing template to edit the template name. Then, type the name as you want it to appear and press Enter.
   3. Click the delete icon (  )  to the right of an existing template to delete it. Then, click Yes to confirm.
   4. Choose a template from the list on the left to edit the message text on the right. Use the Insert Field dropdown to insert data points from your report, or click Copy Text to copy the text of the current template to your clipboard.
   5. To duplicate an existing template, choose the template you want to use from the list of templates on the left and click Copy.
4. When you're finished, click Save on the lower right.