This tutorial will walk you through: setting up an Appointment Confirmation from 🏁 start to 🏆 finish using one of our pre-built global templates.
Upgrade your confirmation emails with stunning, branded emails that match your business branding. You also have more control around how and who they send to, giving you flexibility and a better patient experience!
What you'll need to do:
💌 Create a transactional email
🚀 Automate it to the right people with an email trigger
Let's go!
Get started with a template [VIDEO]
Peptalkr comes with a number of beautiful appointment templates so you can save time 🥰 This video walks you through every step of setting up a confirmation email from start to finish:
1️⃣ Create the transactional email
You'll go the email manager tab, then the Transactional tab to complete this step.
Now just follow the step-by-step instructions here to:
Create the email
Set a subject line
Set an email sender
Design the email (with a pre-built template if desired!)
Add or edit your variables (patient name, appointment date etc.)
Once you have created and pressed Finish on your Transactional email, it's time to connect a trigger.
🎁 Bonus: Subject line ideas
An effective email starts with a great subject line! Cut through the inbox overload with a subject line that grabs attention and makes the purpose clear.
Standard | ✅ Your appointment is confirmed |
Date and time | Confirmed: [appointmentstartdate] at [appointmentstarttime] |
Patient name | Confirming [patientfirstname]'s appointment for [appointmentstart] |
Drive action | Booking Confirmed - Please read this email |
Practitioner | Confirmed: Appointment with [practitionerfirstname] |
💡 Use [variables] to personalise your subject lines. Learn more here.
2️⃣ Connect an email trigger
You'll go the email triggers tab to complete this step.
Now just follow the step-by-step instructions here to:
Create a trigger
Set when it should send
Choose who should receive it
Connect it to your email (from step one)
Test and turn on!
Recommended settings for confirmations
Here is an example of our recommended settings for a reminder email. Keep in mind this is an example only, adjust it per your specific needs.
Trigger name | Standard confirmed |
Trigger type | Automated Recurring |
Marketing type | Non-marketing |
Triggering event and timing | After an appointment is created |
Filters | *Select which appointment types or categories should be included or excluded if applicable* |
Frequency | Every time the conditions are met |
Template | The email you created in step one |
FAQs
How do I disable confirmations in Cliniko?
How do I disable confirmations in Cliniko?
We cover that in our video above (skip to the 'Disabling confirmations in Cliniko' chapter) but you can also refer to this table.