At Peptalkr we're all about saving time - which is why you have 11 of our most popular types of automated email ready to go in your account as 'Reusable templates' - edit them once, and they'll be saved into your account to reuse as often as you need.
These templates might just need a little tweak or two before you start sending them.
⚡️ Here's how to zoom through your template setup:
One: Go to 'My Templates'
From the Send Email tab, click on 'My Templates' in the top right corner.
Two: Select a template to start editing
Select one of the templates to get started with - 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 suich as imagecolorpicker.com to upload your logo or another image with your brand colours in it, and select them from there.
Three: Save your template
Once you've made your edits - save it and move on to the next template.
Four: Use your template
The hardest part is over! Now it's time to create an email from your 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.
🎥 Plus, we have a step-by-step video tutorial for every single template we've loaded into your account:
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 |