Message automation
Set up messages that send themselves when something happens in your practice, so clients still hear from you when you are in a treatment or the practice is closed.
What changed
You can customise each automation:
- A trigger, such as a new booking, a completed form, a missed appointment or a payment
- Your own message template
- Send immediately, or wait a set time
- An optional note to your team, and a test mode before it goes live
Why it matters
The follow-up goes out even when you cannot stop to write it. You stay in control of the wording and the timing.
How to use it
- Open Messages, then Automations.
- Create an automation, choose a trigger and a message.
- Use test mode first.
- Switch it on when you are happy with it.