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πŸ‘‹ The Welcome Tab
πŸ‘‹ The Welcome Tab
Monique Clark avatar
Written by Monique Clark
Updated over a month ago

The Welcome tab of your Peptalkr account is a great place to find the most useful resources from the Peptalkr help centre.

The Welcome tab is the place to go if you are feeling stuck, or just need to access one of our most-read tutorials or guides.

It contains links to the resources you'll use time and time again, including:

  • Our introductory guides to sending email and SMS

  • Inserting personalisations (such as patient name or practitioner name) into emails.

  • All three steps of sending Cliniko-powered appointment emails (πŸ“† Transactional)

    • Creating the email

    • Connecting the trigger

    • The safety checklist before turning it on to ensure it's set up exactly how you need it.

  • Introductory guides to our Intake and Feedback forms

  • Some of the top tutorials:

    • Reactivations for clients with no upcoming appointment

    • Cancellation and did-not-arrive recalls

    • Happy birthday email

This saves you hunting the help centre or bookmarking 😊

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