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How do I add formatting or styling to the messages and profile information that I create in the Dashboard?

Last updated 02 December 2024 06:35   ∙   ~ minute read

Question

I have created a custom message in the Dashboard that I would like to add formatting to (bold, italics or a line break) so that it is easier for the patient to read; how do I add this type of formatting to the custom messages that I create in the Dashboard?

 

Solution

There are several places in the Dashboard where you can add a custom message to appear either on your booking page or in an appointment information email. Please click on the links below to learn more about how to add these messages:

  • Appointment information or Terms and Conditions 
  • In your Practice Profile or Alert message
  • In your Practitioner's profile
  • Covid-19 or Flu vaccination pre and post-appointment information emails

You can improve the presentation and readability of these messages by using formatting however you will need to use HTML tags to create this formatting rather than the usual formatting that you use on your PC. 

  • How do I make text bold?
  • How do I make text italic?
  • How do I start text on a new line or create a line break?
  • How do I add a hyperlink/URL and make it clickable?
  • How do I add Dot points?

 

How do I make text bold?

  1. Bold text is created using the <strong> tag
  2. Enter the text that you want to make bold between the tags <strong> ........ </strong>. NB: you must open and close the tag

The example shown below is a message added to an appointment type in the Dashboard:

Screen_Shot_2022-03-09_at_6.21.02_pm.png

Which will now appear on the booking page like this:

Screen_Shot_2022-03-09_at_6.20.36_pm.png

 

How do I make text italic?

  1. Italic text is created using the <em> tag
  2. Enter the text that you want to italicize between the tags <em> ........ </em>. NB: you must open and close the tag

The example shown below is a message added to a Practitioner's Profile in the Dashboard: 

Screen_Shot_2022-03-09_at_6.27.14_pm.png

 

Which will now appear on the booking page like this:

Screen_Shot_2022-03-09_at_6.27.32_pm.png

 

How do I start text on a new line or create a line break?

  1. A line break can be created by the <br> tag

  2. Each <br> tag begins a new line. There is no end tag.

 

How do I add a hyperlink and make it clickable?

Please follow this article to learn more about this. How do I make a URL link clickable for patients?

 

How do I add Dot points?

  1. Dot points are created by adding the code &#8226; before each sentence you would like to have the dot point infront of.

Please see the example below of what this will look like in the professional statement on the Dashboard:

Please note: 

For these to appear on a new line you will need to have a return space in between each line like the above.

 

Which will now display like the following on the bookings page:

The Billing Information area does not support HTML formatting at this time. See below.

Please note

 

 

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