Templates & Builder Tools

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Templates & Builder Tools - Overview

Templates in Pear Suite help you build reusable tools for your team to use across members, workflows, and programs. Instead...

March 2nd, 2026 168 views 0 likes
Creating and Managing Activity Templates

This article explains how to create and configure an activity within the Pear Suite Platform. By setting up activities, users...

February 26th, 2026 222 views 1 likes
Creating and Managing Flow Templates

This article explains how to create and configure flows within the Pear Suite Platform. Flows are the building blocks of...

March 24th, 2026 191 views 0 likes
Creating and Managing Goal Templates

Goal templates in Pear Suite are predefined objectives that can be reused across your organization to ensure consistent care delivery....

March 24th, 2026 99 views 0 likes
Creating and Managing Referral Templates

Referral templates in Pear Suite allow you to create prewritten messages that can be sent to external organizations, the member,...

March 3rd, 2026 93 views 0 likes
Creating and Managing Note Templates

This article explains how to create and manage reusable note templates within the Pear Suite Platform. By defining specific fields...

March 2nd, 2026 118 views 0 likes
Creating and Managing Email Templates

Email templates in Pear Suite are predefined messages used to streamline communication with members directly from the platform. By setting...

March 3rd, 2026 99 views 0 likes
Creating and Managing Care Pathways

This article explains how to create and manage care pathways in Pear Suite to guide members through structured, multi-stage service...

March 3rd, 2026 124 views 0 likes
Creating and Managing Event Templates

Event templates are designed to help you manage and schedule group events or activities such as workshops, classes, or community...

March 3rd, 2026 100 views 0 likes
Script Flow Automated Actions

Script Flow Automated Actions When you build a script flow, you can add automated actions that run based on the...

August 29th, 2025 130 views 0 likes
Fillable PDF Generator

The Fillable PDF Generator allows organizations to upload standard PDF forms and map their fields to specific Data IDs within...

March 4th, 2026 91 views 0 likes
Capturing Member Signatures Using the Signatures Tool

Pear Suite's Signatures Tool allows your organization to collect electronic member signatures directly through the platform, eliminating the need for...

March 4th, 2026 63 views 0 likes

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