Echo - How to Edit Automated Messages

1. Click “Templates

2. Click “Appointments

3. Find the desired template and adjust accordingly

  • Is the contact method what you want (text/email/call)?
  • Is the interval what you want (hours/days and before/after)?
Automated Messages in Echo 1

4. To edit the verbiage of messages click into the categories below and adjust accordingly (text, family text, email, etc.)

5. Always press “SAVE” or it will not update

Automated Messages in Echo 2