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...

August 29th, 2025 102 views 0 likes
Creating and Managing Activity Templates

Activity templates define what an activity will include—like forms to fill out, goals to assign, or other tasks. These are...

May 20th, 2025 106 views 0 likes
Creating and Managing Flow Templates

Flows are the sets of questions asked during an activity. There are two types: scripts and assessments. Flows are where...

November 5th, 2025 101 views 0 likes
Creating and Managing Goal Templates

Goal templates let you predefine support goals that your team can assign to members. To create a goal template: Go...

May 20th, 2025 55 views 0 likes
Creating and Managing Referral Templates

Referral templates are prewritten referral messages that can be sent to either: The external organization (about the member), or The...

May 20th, 2025 55 views 0 likes
Creating and Managing Note Templates

Creating a Note Template (Organization-Wide) If your team has a specific way of writing notes—for example, including fields like “Case...

June 12th, 2025 69 views 0 likes
Creating and Managing Email Templates

Email templates are used for sending messages from the platform. To create one: Go to Templates > Emails. Click +...

October 23rd, 2025 50 views 0 likes
Creating and Managing Care Pathways

Care pathways are structured sets of activities grouped into stages, used to guide members through longer-term or complex services. A...

July 28th, 2025 56 views 0 likes
Creating and Managing Event Templates

Event templates are designed to help you manage and schedule group events or activities that involve multiple members at once....

May 20th, 2025 51 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 37 views 0 likes
Fillable PDF Generator

Overview The Fillable PDF Generator lets organizations upload PDF forms, map fields to Data IDs in the platform, and automatically...

November 5th, 2025 13 views 0 likes
Capturing Member Signatures Using the Signatures Tool

The Signatures Tool in Pear Suite allows you to create and manage digital consent forms that require a member's signature....

December 11th, 2025 2 views 0 likes

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