Fullscript: Create a Template

Fullscript offers templates to make recommendations quick and easy.

1. Log in to Fullscript.
2. Click Plans → Templates.
3. Click Build template button on top right.
4. Select Create as Template.
5. Select who will use the template. 
   
   1. Specific Staff: This option allows you to select one or more staff members to use the template
   2. All Staff: This option allows all practitioners and staff to use the template
   3. Only me: This restricts use of the template to you only
6. Click Products from the menu on the left and search the products you wish to add to the template. 
7. For each product you select, click Add to Template.
8. Click Labs from the menu on the left and search the labs you wish to add to the template. 
9. For each one you select, click Add to Template.
10. When you are done, click the Review Template on the top right.
11. Add Messages, if desired, and give it a Template name.
12. Click Save Template.
13. Your template will now be available for future clients.

Don't hesitate to email us at hello@intakeq.com if you need assistance!

You can also contact Fullscript support here if you need direct help from them.