If you’re unable to click the Add button when trying to create a new template in the Prompts section, it’s most likely due to the plan you’re currently on.
🧾 Essential Plan Limitation
The Essential Plan includes access to edit existing templates but does not allow adding or importing new templates. This limitation is in place to support a more simplified workflow for clinics with basic needs.
✅ Can edit existing templates
❌ Cannot add or import new templates
🚀 Want Unlimited Templates?
To unlock full access — including the ability to add, duplicate, or import unlimited templates — you’ll need to upgrade to the Professional Plan.
With the Professional Plan, you can:
Create an unlimited number of templates
Import custom prompts from your team or our library
Share templates across your clinic (if applicable)
💬 Need a One-Off Template?
If you’re on the Essential Plan but only need to add one custom template, we can help!
Reach out to our support team, and we can add a template for you as a one-time add-on for a small fee.
📩 Contact Support: [email protected]
Let me know if you’d like a version that appears as an in-app tooltip or alert near the “Add” button!