ℹ️ Who this tutorial is for
Want to group patients in an email marketing segment based on the types of appointments they’ve attended? This guide shows you how to create marketing segments using appointment types or categories — perfect for targeting patients who have received a specific service like massage, chiropractic, or physiotherapy.
Peptalkr syncs appointment history from Cliniko into your patient marketing list. This allows you to create segments based on what type or category of treatment a patient has had in the past.
One of the most popular ways to do this is by using the Total [category] visits field.
👉 You won't actually see [category] in your available fields for segmentation - you'll instead see something like Total Massage Visits, depending on which Cliniko Appointment Categories you have added to your appointment types.
How to do it
Go to the 🔗 Send email tab in Peptalkr
Go to Lists & Subscribers > Patients
Click Segments > Create a segment
Name your segment - e.g.
Massage Patients,Chiro Regulars,Surgery ClientsAdd a rule using a custom field, such as:
Total massage visits>greater than>1Total chiropractic visits>greater than>3PrimaryTreatmentType=Physiotherapy
Press Save segment to preview who is in it
Custom fields to use:
Custom Fields in your patient list are simply 'Custom attributes from your Cliniko configuration'. These are automatically created, and update themselves if your Cliniko configuration changes. ❌ Do not edit your custom fields.
Custom Field | Description |
| Number of visits in a treatment category |
| Most common treatment category in their last 10 visits |
| List of all categories or types they have attended
*Use the contains rule when using these fields |
| Category of their most recent appointment |
When using Appointment Category total visits:
→ Use greater than 0 to include anyone who attended at least once
→ Use greater than 1 to exclude people who only booked once
→ Use less than 1 to find people who haven’t had that service
✅ That’s it! Your segment is now ready to be used in Campaigns or Journeys. This is now saved and can be used in Campaigns or Journeys.
⚠️ Segments are not applicable to Transactional email. They are just for marketing segmentation. Transactional email allow you to configure with even more specificity who to target, as part of the trigger creation process.