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.
Log in to comment and vote
Comments23
Carol Kent
Jul 6
And ETA on this?
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.
Kellyanne Richmond
May 7
•Merged request
•6 votes
Email subject line
When receiving emails about completed forms I would like to find a way to change it so that the email subject lines don’t have the clients full name in it?
Maybe using “KRi” or just their first and last initial?
Or having the ability to assign them a Chart ID?
Vicky Glanville-Watson
May 13
•Merged request
•3 votes
Ability to customise the email sent to clients when scheduling an appointment
currently the wording is not very friendly and i would like to make it sound more like ‘me’
Adrian Tannock
May 13
Yes the calendar overall needs a bit of work and this is one of the necessary steps.
Upheal Moderator
May 13
@Adrian Tannockthank you for the feedback! Could you please share what other calendar improvements you'd need for it to meet your requirements? Any specific features or workflows you're missing would be really helpful.
Javier Zamparelli
Jul 22
•Merged request
•3 votes
Automatically provided note when scheduling
When scheduling a client, the session reminder (email and sms) sends out a note. I would like to have the ability to edit this note to my liking, so that I can for instance list my cancellation policy in the session reminder.
Katerina Philbrick
Jul 22
•Merged request
•4 votes
Customized text reminders for each client
It would be great to customized text reminders because some telethealth clients really need that 10 min reminder, while in person people would benefit from the 1 hr reminder. I even have soome who cold really use both!
Kellyanne Richmond
Jun 8
With my ft job I even get text reminders 30mins prior. that might be helpful for clinicians especially when they work over several platforms.