🏆What you'll achieve:
Patients get a beautiful, branded confirmation email when they book
Time: 10 minutes
Prerequisites: You have Cliniko connected to Peptalkr
Step 1: Create your email (5 minutes)
Go to Email manager → Transactional → Click Create an email
Name it: "Standard Appointment Confirmation"
Subject line:
Appointment confirmed for [appointmentstart]From name: Your clinic name
From email: Click show my domains and select a domain to send from
Enter anything before the @ symbol (learn more)
Verify your own domain or send from our domain @peptalkr.app
Add recipients to a list: Select "Don't add to a list"
Now the Build your email button will turn green - click it!
Choose a template
We've set you up with stunning email templates if you completed the personalised templates quiz - make sure you complete that step during onboarding or chat to us if you think you're missing the templates (or have old ones!)
Click My Templates
Select the ✅ Confirmation template to open the email builder
Customise the template
This template is ready to go with your brand and colours.
Now to use the drag & drop email builder:
You can customise it more later, but for now just:
Check the cancellation policy is correct
Add/remove anything else you need
Click Preview to see how it looks
Click I'm done, return to snapshop
Scroll down and make sure you press Finish (no need to test it yet)
✅ Email created! Now let's connect the trigger...
💡 Want to know more about inserting patient information? Learn about [variables]
Step 2: Connect a trigger (3 minutes)
You'll see a message saying to Ready to start triggering. So head over to the Email Triggers screen.
Click the plus button to create a trigger
Name it:
Confirmation - All appointmentsTrigger type: Automated Recurring
Marketing email? No
When to send: After an appointment is created
Timing: 5 minutes (tick the confirmation box)
Filters: Leave blank for now (sends to ALL appointments) - or learn about filters
Frequency: Every time the conditions are met
Template: choose "Standard Appointment Confirmation"
Click next to see a summary, then click Finish.
💡 Want to learn more about triggers? Head to our trigger guide.
Step 3: Test it (2 minutes)
Now let's see what it will look like for a real patient with dummy data inserted.
From the triggers screen, click the test icon (little email symbol) next to the trigger you just created.
Check your inbox - you should get a test confirmation
Check that: it looks good and important links work
Looks good? Turn the trigger ON!
🎉 Done! Your confirmations are now live.
💡 Make sure you refer to our go-live checklist for triggers here - see the checklist
What happens now?
Every time someone books an appointment in Cliniko:
Peptalkr sends them a confirmation immediately
It includes their appointment details automatically
It looks professional and branded
Don't forget!
⚠️ Turn off Cliniko's confirmations so patients don't get duplicates:
In Cliniko, go to Settings → Appointment Types
For each appointment type, set "Booking Confirmation Email" to "None"
💡 Having trouble getting things to send? Check out our troubleshooting guide.
Ready to level up?
✅ Working great? Nice! Here's some ideas:
Send a Welcome email to new patients with a link to the intake form
If some appointment types have special instructions you need to send ahead of their arrival, create separate confirmations or send a "Before the appointment" email with instructions.
Send reminders before appointments
Request feedback after appointments