1. Kiroku Help
  2. Notes
  3. Editing Note Templates

Can I update my template whilst completing an appointment?

Use the 'Edits on the Fly' feature to make small updates to your templates whilst you're in an appointment.

You can use our 'Edits on the Fly' feature to permanently update text, or add new button options to your template.

Simply make your change and you'll see a blue line appear as well as a bubble asking if you'd like to update the template - click the bubble to add this permanently to the template. ScreenRecording2024-08-05at4.15.15pm-ezgif.com-speed

Please note that when using this feature for buttons you can only add additional button options not adjust the wording/spelling of existing ones. If you have a spelling error in a button, or would like to adjust the wording without creating a new button option you will need to do this in the Notes Editor - See this article here on how to do this.

Turning this feature off

If you would like to turn this feature off you can do so from your Kiroku settings page.