Customize automated messages and templates

💡 Tips

• •A message only sends when both your template has the channel enabled AND the interpreter has opted in to that channel, so the right people get reached without spamming anyone.
• •With texting on, the character counter estimates how many SMS segments a long text will use.
• •App Push is free and reaches interpreters who use the OneTerp app with notifications allowed. Leave its wording empty to keep OneTerp's standard message, which also names team partners and how many dates of a recurring job changed.
• •The location setting applies to offer and cancellation messages, by email, app push and text, and the interpreter's offer card in the app follows it too. Assignment, update, and reminder messages always carry the full address, and whoever accepts an offer is emailed the full address. If a job has no saved city and state, its offers say "Address provided on acceptance" rather than falling back to the street address.
• •For Job Assignment Offer, Direct Job Assignment, and Assignment Cancellation, a single-date email uses OneTerp's own branded layout, so your email wording is used only when one message covers several dates at once, such as filling a recurring series. Text messages, where on, always use your wording.
• •Removed from Assignment goes out when you take an interpreter off a job they had accepted: unassigning them, replacing them with someone else, or removing their team spot. It gives them a written record of the change. Removing someone from several dates of a recurring job sends one message, not one per date. Someone who was only offered the job gets the usual offer-no-longer-available notice instead.
• •Merge tags carry general booking info only. Keep templates free of patient details, since these messages are not a place for PHI.
• •The send hour for day-before reminders now works as set. It was previously ignored, so every agency's reminders went out at the same time regardless. If you had set your own hour, expect your reminders to move to it.