All Collections
Top Tutorials & Inspiration
For step-by-step tutorials on the most popular automations
π Welcoming new clients + automating intake
Requesting FEEDBACK after an appointment
Send information about a PRODUCT or BILLABLE ITEM they've been invoiced
How to create and send a Newsletter to your marketing list
π How to send an automated Happy Birthday email
π‘ Sending follow up advice / checking in
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
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 segments