Note templates help you capture information consistently. Instead of starting from scratch, use templates to ensure you document the right details every time.
What are note templates?
Note templates are pre-written note formats with:
- Structure — Organized sections and headings
- Prompts — Placeholders reminding you what to capture
- Formatting — Consistent styling across notes
Templates save time and improve documentation quality.
Create a note template
Go to settings
Click Settings in the sidebar.
Open templates
Navigate to Company → Note templates.
Click Create template
Click Create template.
Name the template
Enter a descriptive name (e.g., “Annual review notes”).
Write template content
Create the template structure with placeholders.
Save
Click Save to create the template.
Template examples
Phone call log
## Phone Call
**Date:** [Date]
**Duration:** [Time]
**Initiated by:** [Client/Advisor]
### Topics Discussed
-
### Client Questions/Concerns
-
### Information Provided
-
### Action Items
- [ ]
### Follow-up Needed
-
Annual review notes
## Annual Review Meeting
**Date:** [Date]
**Attendees:** [Names]
### Portfolio Review
**Current allocation:**
**Performance discussion:**
**Client satisfaction:**
### Life Changes
**Personal updates:**
**Employment changes:**
**Family changes:**
### Goals Review
**Short-term goals:**
**Long-term goals:**
**Changes to goals:**
### Planning Topics
**Retirement planning:**
**Tax planning:**
**Estate planning:**
**Insurance review:**
### Action Items
- [ ]
### Next Steps
-
Prospect meeting notes
## Prospect Meeting
**Date:** [Date]
**Prospect name:** [Name]
**Referral source:** [Source]
### Background
**Current situation:**
**Current advisor:**
**Reason for meeting:**
### Financial Picture
**Estimated assets:**
**Income sources:**
**Major liabilities:**
### Goals & Concerns
**Primary goals:**
**Key concerns:**
**Timeline:**
### Interest Level
**Services interested in:**
**Decision timeline:**
**Next meeting:**
### Follow-up
- [ ]
Quick call summary
**Call with:** [Name]
**Re:** [Topic]
Key points:
-
Next step:
-
Use a template
When creating a note
Open new note form
Click Add note on a client record.
Click Use template
Click the Template button in the editor.
Select template
Choose the template from the list.
Fill in details
Replace placeholders with actual information.
Save
Save the completed note.
Quick template insertion
Press ⌘ T (Mac) or Ctrl T (Windows) in the note editor to open the template picker.
Edit a template
Go to template settings
Settings → Company → Note templates.
Find template
Locate the template to edit.
Click Edit
Click the edit icon.
Make changes
Update the template content.
Save
Click Save to apply changes.
Editing a template doesn’t change notes already created from it. Only new notes will use the updated template.
Delete a template
Go to template settings
Settings → Company → Note templates.
Find template
Locate the template to delete.
Click Delete
Click the delete icon.
Confirm
Click Delete in the confirmation dialog.
Deleting a template doesn’t affect existing notes. It only removes the template from the available options.
Organize templates
Categories
Group related templates:
- Meeting templates
- Call templates
- Review templates
- Compliance templates
Naming conventions
Use clear, descriptive names:
- “Annual review notes” ✓
- “ARN” ✗
- “Prospect discovery meeting” ✓
- “Meeting” ✗
Template order
Arrange templates by frequency of use. Most-used templates should appear first.
Template best practices
Keep templates focused
Each template should serve one purpose:
- ✓ “Phone call log” — specific use case
- ✗ “General notes” — too vague
Include prompts, not examples
Use placeholders that guide input:
**Client concerns:** [List any concerns raised]
**Client concerns:** Market volatility, retirement timing
Balance structure and flexibility
Templates should:
- Provide enough structure to ensure consistency
- Leave room for unique details
- Not feel restrictive
Review and update regularly
Periodically review templates:
- Are they being used?
- Do they capture what’s needed?
- Should sections be added or removed?
Team templates vs personal templates
Team templates (company-wide)
- Created in company settings
- Available to all team members
- Ensure consistency across the team
- Managed by admins
Personal templates
Currently, Slant only supports team-level templates. All templates are shared across the book.
Template variables
Some templates support automatic variables:
| Variable | Inserts |
|---|
{date} | Today’s date |
{client_name} | Client’s name |
{advisor_name} | Your name |
Variable support depends on where you use the template. Not all contexts support all variables.
Next steps
