Customize and Preview Client Email/SMS Notifications
We're adding a Communication Settings area where you can view, edit, and preview the emails your clients receive, from session reminders to payment requests to appointment confirmations.
This gives you control over your practice's voice in every automated message, so you can turn on reminders and payment requests with confidence that they sound like you.
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Comments26
Carol Kent
Jul 6
And ETA on this?
Beth Hlas
Sep 1
When will this happen?
Kenneth Tombley
Sep 5
Communication with the client needs to be always be personalized and simplified.
Jennifer Seidner
Sep 24
customizing the text is essential- we remind them of the 24hr fee and that has saved us so many times- now we are stuck again
Ryan Plumb
Oct 23
I would like this as well. The current email template is not ideal. There is no profile picture/logo next associated with the email when it is sent. The subject line is not title case, which is a bit unprofessional. It says in that message "If you have any questions, please reach out to [clinician]" but doesn't give you a way to do that in the message. You could allow putting my contact info in there. This is an early point of contact with a client, and it can be an important time in building trust and conveying a sense of professionalism and competence.
Saz Guscott
Mar 16
•Merged request
•3 votes
Please can you allow automated emails to be editable?
Adrian Tannock
Mar 10
Yes, I would include the emails that contain intake/consent forms in this bracket thank you.
Tierney Hodge
Mar 16
•Merged request
•2 votes
Edit/personalize session confirmations and reminders
with details about directions to office, instructions for arriving and parking, waiting room invitation and information, etc.
Shirla de Magalhaes
Apr 27
•Merged request
•3 votes
Personalize the email reminders
I would like to be able to personalize the appointment reminder message that goes out to clients so it is less sterile.
Sharmila Clee
Apr 30
•Merged request
•2 votes
Customizable email reminders
I would like to customize email reminders that goes to clients
Katerina Philbrick
Apr 30
Absolutely!
Adrian Tannock
May 7
•Merged request
•4 votes
Replies to Appointment Reminders
Right now when people reply to appointment reminders they are being sent to the email address specified in my “profile” and not in my “practice settings.” I can’t see the logic in that at all and request that it is changed. Thank you.