Why Can’t I Click the “Add” Button to Create a New Template?

If you’re unable to click the Add button when trying to create a new template in the Prompts section, it’s most likely due to the plan you’re currently on.

🧾 Essential Plan Limitation

The Essential Plan includes access to edit existing templates but does not allow adding or importing new templates. This limitation is in place to support a more simplified workflow for clinics with basic needs.

• ✅ Can edit existing templates

• ❌ Cannot add or import new templates

🚀 Want Unlimited Templates?

To unlock full access — including the ability to add, duplicate, or import unlimited templates — you’ll need to upgrade to the Professional Plan.

With the Professional Plan, you can:

• Create an unlimited number of templates

• Import custom prompts from your team or our library

• Share templates across your clinic (if applicable)

👉 Learn more about upgrading to the Professional Plan 

💬 Need a One-Off Template?

If you’re on the Essential Plan but only need to add one custom template, we can help!
Reach out to our support team, and we can add a template for you as a one-time add-on for a small fee.

📩 Contact Support: hello@patientnotes.app

Let me know if you’d like a version that appears as an in-app tooltip or alert near the “Add” button!