🏆 What you'll achieve:
Automatically send a follow-up email or SMS to patients after a specific appointment — whether that's aftercare advice, a check-in, or instructions for a product you've dispensed.
Time: 10 minutes
Prerequisites: You have Cliniko connected to Peptalkr
💡 Not sure if this is what you need? Follow-up advice emails are for sending clinical content after a specific treatment — things like aftercare instructions, product guides, or a personal check-in. If you want to remind patients to rebook when they haven't scheduled another appointment, see reactivations instead.
Popular uses include:
Surgery or injection aftercare instructions
Checking in on how a patient is feeling after treatment
Asking how a dispensed product (e.g. orthotics) is going
Sending information on what to expect following a procedure
Confirming a prescription or home exercise program
Step 1: Create your email (5 minutes)
Go to Email manager → Transactional → Click Create an email
Name it something descriptive: e.g.
Follow-Up – Surgery AftercareSubject line: e.g.
Important information following your appointment todayFrom name: The treating practitioner's name works well for personal follow-ups
From email: Click show my domains and select a domain to send from
Add recipients to a list: Select Don't add to a list
Click the green Build your email button
Choose a template
Click My Templates
Choose a template suited to your content — a simple, clean layout works best for clinical follow-ups
Customise the template
Write your follow-up content — keep it focused on one clear purpose
Add any relevant links, attachments, or booking buttons as needed
Use [variables] like
[patientfirstname]and[practitionerfirstname]to personalise itClick Preview, then I'm done, return to snapshot
Scroll down and press Finish
✅ Email created! Now let's connect the trigger...
Step 2: Connect a trigger (3 minutes)
You'll see a message saying Ready to start triggering. Head over to the Email Triggers screen.
Click the plus button to create a trigger
Name it: e.g.
Follow-Up – Surgery Aftercare (1 hour)Trigger type: Automated Recurring
Marketing email? No (clinical follow-up content is non-marketing)
When to send: After an appointment has been attended
Timing: Choose your interval — e.g. 1 hour for same-day aftercare, 1 day for a check-in, 180 days for a 6-month product review
Filters: Add an Appointment type filter and select the specific appointment type this follow-up applies to
Frequency: Every time the conditions are met
Template: Select the email you just created
Click next to see a summary, then click Finish.
💡 Don't skip the appointment type filter! Without it, this follow-up will send to every patient after every appointment — not just the ones it's intended for.
Step 3: Test it (2 minutes)
From the triggers screen, click the test icon next to the trigger you just created
Check your inbox — you should receive a test follow-up email
Check that the content is correct and any links work
Looks good? Turn the trigger ON!
🎉 Done! Your follow-up emails will now send automatically after every matching appointment.
💡 Refer to our go-live checklist before turning on — see the checklist
What happens now?
Every time a patient attends a matching appointment:
Peptalkr waits your chosen interval, then sends the follow-up automatically
It's personalised with their name and practitioner details
It runs for every qualifying appointment, forever — set and forget
Ready to level up?
This basic setup covers the most common use case. Want more flexibility?
🎯 Need to send follow-ups manually for specific patients? Learn how to use medical alerts to trigger follow-ups on a case-by-case basis → Follow-up advice your way (deep dive)
📚 Want to understand all trigger options? → All trigger options explained
What to set up next?