Now that we have successfully added both files and folders to our file library it is time to put our files to use. For our files that we marked "Make File Public" we are able to copy the link created and paste it within any of our appointment templates or email templates.
The first step will be to go to Messaging > File Library > Expand the folder in which the file exists > click the link icon
and once that box says "linked copied" Go to your Appointment Templates.
Now that we have copied the link for the New Client Questionnaire we are going to go to Messaging > Appointment Templates > Click View next to the New appointment by Client. We have cloned the New Appointment by Client template and tailored this template specifically for the service Initial Appointment. for a reminder on how to clone appointment templates click here to view that documentation.
To add the copied link to the template we will click the edit button in the template section of the template profile:
And we will pasted the copied link in the body of the template. In this example I have hyperlinked the file into the text "clicking here."
Once you are done tailoring your appointment template you will click save. Now that it is saved all clients who make an appointment for the service labeled Initial Appointment will receive this template with our New Client Questionnaire file added.