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Note templates help you capture information consistently. Instead of starting from scratch, use templates to ensure you document the right details every time.

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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.

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Create a note template

1

Go to settings

Click Settings in the sidebar.
2

Open templates

Navigate to Company → Note templates.
3

Click Create template

Click Create template.
4

Name the template

Enter a descriptive name (e.g., “Annual review notes”).
5

Write template content

Create the template structure with placeholders.
6

Save

Click Save to create the template.

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Template examples

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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
-

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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
-

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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
- [ ]

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Quick call summary

**Call with:** [Name]
**Re:** [Topic]

Key points:
-

Next step:
-

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Use a template

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When creating a note

1

Open new note form

Click Add note on a client record.
2

Click Use template

Click the Template button in the editor.
3

Select template

Choose the template from the list.
4

Fill in details

Replace placeholders with actual information.
5

Save

Save the completed note.

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Quick template insertion

Press ⌘ T (Mac) or Ctrl T (Windows) in the note editor to open the template picker.

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Edit a template

1

Go to template settings

Settings → Company → Note templates.
2

Find template

Locate the template to edit.
3

Click Edit

Click the edit icon.
4

Make changes

Update the template content.
5

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.

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Delete a template

1

Go to template settings

Settings → Company → Note templates.
2

Find template

Locate the template to delete.
3

Click Delete

Click the delete icon.
4

Confirm

Click Delete in the confirmation dialog.
Deleting a template doesn’t affect existing notes. It only removes the template from the available options.

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Organize templates

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Categories

Group related templates:
  • Meeting templates
  • Call templates
  • Review templates
  • Compliance templates

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Naming conventions

Use clear, descriptive names:
  • “Annual review notes” ✓
  • “ARN” ✗
  • “Prospect discovery meeting” ✓
  • “Meeting” ✗

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Template order

Arrange templates by frequency of use. Most-used templates should appear first.

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Template best practices

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Keep templates focused

Each template should serve one purpose:
  • ✓ “Phone call log” — specific use case
  • ✗ “General notes” — too vague

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Include prompts, not examples

Use placeholders that guide input: 
**Client concerns:** [List any concerns raised]
Not filled-in examples: 
**Client concerns:** Market volatility, retirement timing

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Balance structure and flexibility

Templates should:
  • Provide enough structure to ensure consistency
  • Leave room for unique details
  • Not feel restrictive

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Review and update regularly

Periodically review templates:
  • Are they being used?
  • Do they capture what’s needed?
  • Should sections be added or removed?

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Team templates vs personal templates

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Team templates (company-wide)

  • Created in company settings
  • Available to all team members
  • Ensure consistency across the team
  • Managed by admins

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Personal templates

Currently, Slant only supports team-level templates. All templates are shared across the book.

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Template variables

Some templates support automatic variables:
VariableInserts
{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.

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Next steps

Creating notes

Use templates when creating notes

Task templates

Create templates for tasks too