{"id":1928,"date":"2026-01-21T06:23:22","date_gmt":"2026-01-21T06:23:22","guid":{"rendered":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/?p=1928"},"modified":"2026-01-27T13:12:05","modified_gmt":"2026-01-27T13:12:05","slug":"sms-whatsapp-template-settings","status":"publish","type":"post","link":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/kivicare-pro\/documentation\/configuration-kivi-pro\/sms-whatsapp-template-settings\/","title":{"rendered":"SMS \/ WhatsApp Template Settings"},"content":{"rendered":"
\n

1. Overview<\/h2>\n\n\n\n

The SMS \/ WhatsApp Template Settings<\/strong> in KiviCare allow administrators to customize automated messages sent to patients, doctors, and clinic staff. These templates ensure that notifications related to appointments, invoices, and other system events remain personalized, consistent, and compliant with messaging providers.<\/p>\n\n\n\n

\n\n\n\n

2. Accessing SMS \/ WhatsApp Template Settings<\/h2>\n\n\n\n
    \n
  1. Navigate to Settings<\/strong> in the KiviCare Dashboard.<\/li>\n\n\n\n
  2. Click on the SMS \/ WhatsApp Template<\/strong> tab.<\/li>\n<\/ol>\n\n\n\n
    \n\n\n\n

    3. Managing Templates<\/h2>\n\n\n\n

    The main template page displays a list of all available system notification templates.<\/p>\n\n\n\n

    Template List Fields<\/h3>\n\n\n\n
      \n
    • Template Name<\/strong>
      Indicates the trigger event (e.g., Appointment Booked<\/em>, Invoice Created<\/em>).<\/li>\n\n\n\n
    • Recipient(s)<\/strong>
      Identifies who receives the message:\n
        \n
      • Patient<\/li>\n\n\n\n
      • Doctor<\/li>\n\n\n\n
      • Clinic Admin<\/li>\n<\/ul>\n<\/li>\n\n\n\n
      • Status<\/strong>
        Toggle switch to Enable<\/strong> or Disable<\/strong> the specific notification template.<\/li>\n\n\n\n
      • Actions<\/strong>
        Click Manage<\/strong> to customize the template content.<\/li>\n<\/ul>\n\n\n\n
        \n\n\n\n

        4. Editing a Template<\/h2>\n\n\n\n

        Click Manage<\/strong> on a template to modify its message content.<\/p>\n\n\n\n

        Configuration Fields<\/h3>\n\n\n\n
          \n
        • Content SID (Optional)<\/strong>
          Enter the Content SID if your SMS or WhatsApp provider requires a pre-registered template ID
          (commonly required for WhatsApp Business APIs)<\/em>.<\/li>\n\n\n\n
        • Template Content<\/strong>
          Text editor where you define the message body using standard text and dynamic variables.<\/li>\n<\/ul>\n\n\n\n
          \n\n\n\n

          Dynamic Keys<\/h3>\n\n\n\n

          Above the content editor, a list of available Dynamic Keys<\/strong> is displayed.<\/p>\n\n\n\n

            \n
          • Click to Copy<\/strong>
            Click any dynamic key to copy it to your clipboard.<\/li>\n\n\n\n
          • Paste into Content<\/strong>
            Paste the key into the Template Content<\/strong> editor where dynamic data should appear.<\/li>\n<\/ul>\n\n\n\n

            Common Dynamic Keys<\/h4>\n\n\n\n
              \n
            • {{patient_name}}<\/code><\/li>\n\n\n\n
            • {{appointment_date}}<\/code><\/li>\n\n\n\n
            • {{appointment_time}}<\/code><\/li>\n\n\n\n
            • {{doctor_name}}<\/code><\/li>\n\n\n\n
            • {{clinic_name}}<\/code><\/li>\n<\/ul>\n\n\n\n

              Example Template Message<\/h4>\n\n\n\n
              Hello {{patient_name}}, your appointment is confirmed for {{appointment_date}} at {{clinic_name}}.<\/code><\/pre>\n\n\n\n
              \n\n\n\n
              5. Saving Changes<\/h2>\n\n\n\n
                \n
              1. Click Save Changes<\/strong>.<\/li>\n\n\n\n
              2. All notifications sent after saving will use the updated template content.<\/li>\n<\/ol>\n\n\n\n
                \n\n\n\n
                6. Testing SMS & WhatsApp Templates<\/h2>\n\n\n\n
                You can verify your SMS or WhatsApp configuration by sending test messages directly from this page.<\/p>\n\n\n\n
                Steps to Send a Test Message<\/h3>\n\n\n\n
                  \n
                1. Click Send Test SMS<\/strong> or Send Test WhatsApp<\/strong> in the top-right corner.<\/li>\n\n\n\n
                2. A popup modal will appear.<\/li>\n\n\n\n
                3. Enter the following details:\n
                    \n
                  • Mobile Number<\/strong>
                    Enter the recipient\u2019s phone number (include country code if required).<\/li>\n\n\n\n
                  • Content<\/strong>
                    Enter a test message body.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
                  • Click Send<\/strong>.<\/li>\n<\/ol>\n<\/div>","protected":false},"excerpt":{"rendered":"
                    1. Overview The SMS \/ WhatsApp Template Settings in KiviCare allow administrators to customize automated messages sent to patients, doctors, and clinic staff. These templates ensure that notifications related to appointments, invoices, and other system events remain personalized, consistent, and compliant with messaging providers. 2. Accessing SMS \/ WhatsApp Template Settings 3. Managing Templates The […]<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50],"tags":[],"class_list":["post-1928","post","type-post","status-publish","format-standard","hentry","category-configuration-kivi-pro"],"featured_image_src":null,"author_info":{"display_name":"wordpressadminiq","author_link":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/author\/wordpressadminiq\/"},"_links":{"self":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/1928","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/comments?post=1928"}],"version-history":[{"count":1,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/1928\/revisions"}],"predecessor-version":[{"id":1929,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/1928\/revisions\/1929"}],"wp:attachment":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/media?parent=1928"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/categories?post=1928"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/tags?post=1928"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}