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Top Tutorials & Inspiration
For step-by-step tutorials on the most popular automations
Not sure where to start?
Learn what Peptalkr is capable of and get ideas!
⚡️ Top 5 emails to set up in Peptalkr after you sign upWith just 1-2 of these in place, Peptalkr will already be paying for itself
♻️ The patient life cycle - an email for every step (with tutorials)Automate communications at every step to keep your patient loyal, happy and referring you on.
🔵 The Blueprint for: Patient RecallsAutomate re-bookings without lifting a finger once you implement this series.
💸 Revenue generators
Do these first and Peptalkr will literally pay for itself
How to send REACTIVATIONSRemind those without an upcoming appointment to schedule one
How to send a CANCELLATION RECALLPrompt those who cancel to reschedule their appointment
Sending a DNA RECALL specific to the number of times they have not arrivedAdjust your communication style the more DNAs a patient has
How to send a DNA (Did Not Arrive) recall
⭐️ Patient experience
Great experiences create word of mouth buzz and repeat visits
Send information about a PRODUCT or BILLABLE ITEM they've been invoicedSet a trigger to send emails or SMS after an invoice is created
Requesting FEEDBACK after an appointmentAutomate your feedback requests whenever you choose
How to create and send a Newsletter to your marketing list
How to email or SMS NEW patients/clientsWelcome new patients, send intake forms or request feedback
🎂 How to send an automated Happy Birthday email
Video series - setting up your pre-built templates
Take the shortcut to sending email by using our pre-built email templates
Creating a: New client appointment confirmation [VIDEO]
Creating a: Cancellation recall [VIDEO]
Advanced emailing
Step it up with these advanced automation ideas
How to send a series of transactional (smart) emails or SMS
How to use Medical Alerts to send Transactional (Smart) Email or SMS
How to send an email to thank a patient for referring someone
Sending follow ups manually (with a medical alert) VS fully automated
Use Cliniko Medical Alerts to categorise and contact patients
Segmenting your marketing list
Organise your data by creating marketing segments from your Cliniko data
How to create segments based on the Appointment Types or Categories a patient has attended
How to segment patients based on which business they visit
How to segment patients based on a medical alert in their patient file
How to segment patients based on which practitioner they see
Segment patients with NO upcoming appointments
Engagement segmentsEmailing patients who did or didn't engage with a Campaign or Automation you have sent