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Cloning templates will allow you to create custom text to assign those templates to specific reasons or languages. We go over how to actually assign those templates in other documentation linked in the previous sentence. In this documentation, we're going to go through how to create additional templates that you can then assign to other reasons or languages.

Step 1: If you look at Messaging > Appointment Templates > To Clients, this will pull up the entire list of email categories that send out for appointments. The first step will be to click the "View" button next to the email category you want to make a new template for:


Step 2: This will take you to the list of templates in that category. Before you've made any adjustments to any templates in this category, you'll see that the "Default Template" listed there is in "Default" state. Your Default Template is the fall back template in case there's not been a customization made for a client's language or the reason that they're scheduled for. You'll see in the screenshot below that the clone button is disabled because the default template has not been customized:


So first you'll need to click the "View" button to edit the default template in order to be able to clone it (please note: if your template is already in custom state, you can skip ahead to step 4):


Step 3: On that template's profile, click the "Edit" button next to the "Template" section:


You can update your default template to have language more specific to your business and then press "Save":


Once you save changes to your template you'll see that it is now in "Custom" state:


Since it is now in "Custom" state, we can back out of the template profile view to the list of templates in order to clone the custom template to apply it either to the language we want to customize for or the reason we want to assign it to. To back out to the template list level, just click the link from the breadcrumbs bar at the top:


Step 4: Back on the list of templates in the New Appointment by Client category, the template will be in "Custom" state and you can now "Clone" the template:

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