This tutorial will walk you through: setting up an Appointment Reminder from 🏁 start to 🏆 finish using one of our pre-built global templates.
When to use this tutorial
If you're looking to replace Cliniko's plain email reminders, with beautiful and customisable branded emails that can have buttons, images, videos and more - this is right where you need to be. You also have more control around how and who they send to, giving you flexibility and a better patient experience!
What you'll need:
💌 Create a transactional email (Shortcut: Use one of pre-built templates!)
🚀 Trigger it to the right people with an email trigger
🎁 Bonus: Recommended subject lines
Let's go!
Get started with a template
Peptalkr comes with a number of pre-built appointment templates 🥰 Save time by using one of our professional designed, fully customisable templates as a starting point.
Step One: Create a 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!)
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 tomorrow |
Date and time | Reminder: [appointmentstartdate] at [appointmentstarttime] |
Patient name | ⏰ [patientfirstname]'s appointment is soon! |
Drive action | Booking Reminder - have you prepared? |
Practitioner | 🔔 Reminder: Appointment with [practitionerfirstname] |
Confirm attendance | ⏳ Can you make it? Confirm your attendance |
💡 Use [variables] to personalise your subject lines. Learn more here.
Step Two: 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 reminders
Here are our recommended settings for a reminder email. Keep in mind this is an example only, adjust it per your specific needs.
Trigger name | Reminder - Standard |
Trigger type | Automated Recurring |
Marketing type | Non-marketing |
Triggering event and timing | Before an appointment |
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
Will my Cliniko reminders automatically be disabled?
Will my Cliniko reminders automatically be disabled?
No, you must disable your Cliniko reminders around the time time you turn your Peptalkr reminders on. You can follow the steps here.
Can I send more than one reminder?
Can I send more than one reminder?
Yep! You can send as many as needed. Simply duplicate your trigger and adjust the timing to send another one at a different time before the appointment. It's best to also create a new email for the second reminder, as receiving double ups of emails - even if days apart - isn't as nice as getting a unique one.
Can I send a different reminder to new patients?
Can I send a different reminder to new patients?
Yes, you can send a different reminder based on many things! To target new patients, simply set the trigger filter to target your initial appointment types, or you can even filter by appointment count. Set the count to exactly 0 as this email sends before their first appointment - meaning they have never attended an appointment before.