Just signed up? Welcome! 👋
You're probably wondering: "Where do I even start?"
Good news—you don't need to learn everything at once. Just set up these 5 simple automated emails and you'll be on your way.
Each one takes about 10 minutes to set up. Do them all in an afternoon and you're done—they'll run automatically.
The top 5 emails to set up first
These are the emails that deliver the biggest impact with the least effort. Start here, get them running, then come back later to add more sophistication.
✅ 1. Appointment confirmations
What it does: Sends a beautiful, branded confirmation immediately when someone books an appointment.
Why it matters: Reduces no-shows, looks professional, saves reception time and presents important details clearly.
Time to set up: 10 minutes
👋 2. Welcome new patients
What it does: Automatically welcomes new patients after their first appointment is booked with helpful info and your intake form.
Why it matters: Makes great first impressions, gets intake forms completed before they arrive, sets expectations.
Time to set up: 10 minutes
♻️ 3. Follow up patients who haven't rebooked
What it does: Sends a friendly reminder 30 days after an appointment if they haven't scheduled their next visit.
Why it matters: Fills your calendar automatically, brings patients back who forgot to rebook, generates revenue on autopilot.
Time to set up: 10 minutes
❌ 4. Rebook cancellations
What it does: Automatically follows up with patients who cancelled to help them reschedule.
Why it matters: Recovers lost appointments, keeps patients on track with their care.
Time to set up: 10-15 minutes
⭐ 5. Request feedback & reviews
What it does: Asks patients for feedback after their appointment and encourages Google reviews.
Why it matters: Builds your online reputation, identifies issues early, shows you care about their experience.
Time to set up: 10-15 minutes
🎯 Why start with these 5?
With just these 5 emails running, you'll:
Save 4+ hours per week on admin tasks
Generate 5-10 extra bookings per month
Provide a better patient experience
Make Peptalkr pay for itself 5-10x over
✅ Once they're set up, they run themselves.
Adding more custom automations
You might be thinking: "But what about different appointment types? What about my specific Cliniko setup? What about advanced targeting?"
Don't worry about that yet - The tutorials above get you started with simple versions that work for 80% of clinics. Get these running first. Once you see the value and understand how they work, you can come back and add:
Different emails for different appointment types
More sophisticated timing (60-day recalls, 90-day recalls, etc.)
Practitioner-specific emails
Advanced filtering and segmentation
✅ Start simple. Get value right away. Add more once you've got the basics down.
Need help?
If you get stuck on any of these, just click the chat bubble and we'll help you out. But honestly? The tutorials are so simple you probably won't need us. 😊
Now go set up those emails! Start with #1 (confirmations) and work your way down the list. ⭐️