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Communications

Contacts, broadcasts, SMS, and message templates.

8 articles Last updated June 14, 2025

How to use the Contacts list to manage suppliers, referring doctors, and other non-patient contacts.

Broadcasts: SMS & Email Campaigns

How to compose and send SMS and email broadcasts to groups of patients, and review what you've sent.

How to check your SMS credit balance, configure reply forwarding, and set up auto top-up and low-balance reminders.

SMS Message Templates

How to create and manage manually-triggered SMS templates you can send one-off, separate from the automated appointment messages.

Appointment Confirmation Templates

How to customize the automated email and SMS messages sent when an appointment is confirmed or booked.

Appointment Cancellation Templates

How to customize the automated email and SMS messages sent when an appointment is cancelled.

Appointment Reminder Templates

How to customize the automated email and SMS messages sent ahead of an upcoming appointment as a reminder.

Follow-up Message Templates

How to customize the automated email and SMS messages sent after an appointment is completed.

Other categories

Getting Started Scheduling Online Booking Patients Billing & Payments Products Reports AI Features

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