Peptalkr

Monique Clark

Abbey Garland

Quick Start Tutorials

New to Peptalkr? Set up these 5 simple automated emails first. Each takes 10 minutes and delivers immediate value.

⚡️ Top 5 emails to set up first (start here!)

Automate communications at every step to keep your patient loyal, happy and referring you on.

♻️ The patient life cycle - an email for every step (with tutorials)

🧠 Planning your communication strategy

Introduce new patients to your practice with a welcome email they won't scroll past.

⚡️QUICK: Send an automated welcome email to every new patient

Tailor your welcome emails to your businesses unique needs, no matter how simple or complex.

Welcome new patients your way (deep dive)

First impressions for new patients, intake forms & introductions

👋 New patient welcome & onboarding

Get a branded confirmation email sending automatically when patients book appointments.

✅ Send your first confirmation email (10 minutes)

🔔 Sending on-brand reminders

Including the all-important Telehealth links in your confirmations and reminders

📞 Including Telehealth links in your confirmations or reminders

Replace Cliniko's plain email confirmations, with beautiful and customisable branded emails that can have buttons, images, videos and more.

✅ Sending on-brand confirmations

Eye-catching emails that replace your default Cliniko emails

✅ Appointment confirmations & reminders

♻️ Recalling cancellations

💤 Recalling Did Not Arrives (DNA)

😴 Sending a Did Not Arrive Recall specific to the number of times they have been marked DNA

Automatically follow up when patients cancel or don't show

❌ Missed appointments & cancellations

Automatically remind patients to rebook if they haven't scheduled a follow-up — set up in 10 minutes.

⚡️ QUICK: Reactivate patients who haven't rebooked

Understand when to automate follow-ups, when manual makes more sense, and how to use medical alerts to trigger follow-ups on a case-by-case basis.

Advanced follow-ups (deep dive)

Build a smart, personalised reactivation strategy that brings lapsed patients back — automatically, at the right time, with the right message.

Reactivate patients your way (deep dive)

Sending follow ups manually (with a medical alert) VS fully automated

Automate re-bookings without lifting a finger once you implement this series.

🔵 The Blueprint for: Patient Recalls

Automatically send aftercare instructions, check-ins, or post-treatment advice to patients after specific appointments — set up in 10 minutes.

⚡️ QUICK: Send automated follow-up advice after an appointment

Bring patients back who haven't booked in a while

♻️ Recalls, follow-ups & reactivations

Automate your feedback requests whenever you choose

⭐ Requesting feedback from patients

Collect reviews, request feedback & wrap up treatment

⭐ Feedback, surveys & discharges

Send aftercare instructions, product usage details and more based on Cliniko invoice line items

📋 Send info about an invoice item (products and billable items)

Send info related to products or billable items on a Cliniko invoice

📦 Product & invoice-item messages

🚀 How to create and send a Newsletter or marketing blast

Group messages sent to your entire database or segments within it

📢 Marketing campaigns & one-off blasts

🎂 How to send an automated Happy Birthday email

If a patient refers someone, reward them with a credit such as $25 and notify them of the pending reward

🎁 Reward referrers with an account credit, discount or free gift

🚗 How to send a series of transactional email and/or SMS

Birthday emails, drip sequences & ongoing automated marketing

🎂 Automated marketing messages & series

Use a dummy appointment type to tag and target specific patients in Cliniko — without needing medical alerts. Works for insurance patients, referral types, programs, or any group you need…

How to categorise patients in Cliniko without medical alerts (dummy appointment method)

🏷️ Use Cliniko Medical Alerts to categorise and contact patients

Not all patients can be targeted the same way. These tutorials cover different methods for identifying and categorising specific patient groups in Cliniko so you can reach them with the right message.

🪣 Techniques for targeting specific patients

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