We're all about saving you time - which is why you have 11 of our most popular types of automated email set up as reusable templates in your account.
These templates might just need a tiny little tweak or two before you start sending them off to your clients. It takes literally 15 minutes to customise them all.
This is an awesome place to start - because not only will you find some great ideas you can use Peptalkr for, you'll also be setting your account up for success by sorting out the all-important 'design bit' before you start playing around with the actual sending part.
⚡️ Here's how to zoom through your template setup.
One: Go to 'My Templates'
To check out the health-focused templates we've created for you:
From the Send Email tab, click on 'My Templates' in the top right corner.
Two: Select a template to start editing
Click the 3 dots and press 'Edit' to get started with one of your templates.
💡 If you booked a personalised onboarding call with us, your templates will already have your logo and colours in them 😍 If you can't your branding in them yet - we haven't completed your custom personalisation just yet. It will be done before your scheduled call 😊 Feel free to wait for your call before you dive in.
We've got a tutorial video to make it all make sense:
To recap, you'll need the following on hand before you get started:
Your logo in PNG or JPG format.
Your brand colour hex codes (e.g #715CF4)
👉 If you don't know your brand's hex codes - you can use a website such as imagecolorpicker.com to upload your logo or another image with your brand colours in it, and select them from there.
You needn't customise the text yet - unless you want the default text in your reusable templates to change. But we suggest keeping our text there - and add your own text once you get to step four.
🔗 Inserting links into buttons
Each template contains buttons. While some will aready be linked to the correct destination, some require you to either enter a link or edit/delete the button if you don't need it. This table helps you to insert links correctly.
*The yellow outline indicates the button has no link currently. Buttons without a link added will be invisible in the actual email that sends.
Button | Link type | How to add a link |
Call us | Phone number | Link directly to a phone call by adding tel: followed by your phone number.
e.g:
|
Email us | Email address | Link directly to an email by adding mailto: followed by your email address.
e.g:
|
Find us | Google maps | Link directly to your Google maps address. To get this link, go to your Google listing and press
e.g:
|
Visit our website | Web address | Link directly to your web address. Include the
e.g:
|
Reschedule | Cliniko booking page | Link directly to your Cliniko booking page.
e.g:
|
then copy the URL in your web address bar.
Three: Save your template
Once you've made your edits - save it and move on to the next template.
Four: Use your templates 🚀
The hardest part is over! Now it's time to create an real, sending email from your re-usable template.
All of the 'My Templates we've added to your account are for use with 'Transactional' email - meaning, they are for sending targeted, automated email to your Cliniko database when certain actions occur - such as a booking, attending, cancelling or some set period after an appointment (such as a reactivation).
To create your first transactional email and trigger click the button below for all the steps (it's easy, I promise).
🎥 Video Tutorials
Template name | What it's for |
Transactional - Standard Confirmation | If you want to replace your Cliniko standard email confirmations with something more on-brand - use this template.
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Transactional - New Client Confirmation | Slightly different to the standard confirmation, the new client version has different wording and a link to the intake form.
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Transactional - Cancel Recall | Looking to follow up clients that cancel then don't rebook? This is the one.
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Transactional - DNA Recall | This template follows up clients who failed to arrive to a scheduled appointment.
*Video coming soon |
Transactional - New Client Feedback | Request feedback from your new clients.
*Video coming soon |
Transactional - Standard Feedback | Request feedback from your existing clients.
*Video coming soon |
Transactional - Standard Reminder | If you want to replace your Cliniko standard email confirmations with something more on-brand - use this template.
*Video coming soon |
Transactional - New Client Reminder | Slightly different to the standard reminder, the new client version has different wording and a link to the intake form.
*Video coming soon |
Transactional - Follow up care | If you need to send aftercare or other specific post-appointment info, this template lays it out simply.
*Video coming soon |
Transactional - Reactivation | The ideal template for reactivating clients that haven't visited in a while.
*Video coming soon |
Transactional - Welcome New Client | The new client welcome is a standalone welcome email that lets you introduce your business, send an intake form link and get the client acquainted with what happens next. Supplement the confirmation email with a welcome email, or roll them into one - the choice is yours.
*Video coming soon |