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...

May 20th, 2025 24 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 21 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...

May 20th, 2025 19 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 19 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 14 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...

May 20th, 2025 16 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 +...

May 20th, 2025 16 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...

May 20th, 2025 12 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 13 views 0 likes

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