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Messaging and campaigns

Message patients, run broadcasts, and manage the email and SMS templates that go out around appointments.

13 articles Last updated June 14, 2025
Understanding placeholders
How the fill-in-the-blank fields in your templates work, and where each group comes from.
Set up appointment confirmation emails
Customise the email patients get when they book, including whether they can add it straight to their own calendar.
Set up appointment confirmation texts
Send a short text confirming an appointment as soon as it's booked.
Set up appointment reminder emails
Send reminders a set number of days ahead, at a chosen time of day, without catching anyone on a weekend.
Set up appointment reminder texts
Send a short text reminder ahead of an appointment, timed the same way as your email reminders.
Set up appointment cancellation emails
Let patients know clearly when their appointment has been cancelled.
Set up appointment cancellation texts
Send a quick text letting a patient know their appointment has been cancelled.
Set up follow-up emails
Send a message after a visit, only to the patients it actually makes sense for.
Set up follow-up texts
Send a short check-in text after a visit, filtered by attendance and whether they've already rebooked.
Send a one-off text to a patient
Send a quick, individual text message straight from a patient's record.
Send a broadcast to a group of patients
Message a filtered group of patients at once, by email or text, and see exactly who it will reach before you send.
Manage your SMS balance and settings
Top up your SMS credits, set a low-balance alert, and choose how you receive patient replies.
A patient isn't receiving emails or texts
Work through the most common reasons a confirmation, reminder, or text isn't reaching a patient.

Other categories

First steps in ClinyPal Signing in and account safety The calendar and appointments Let patients book themselves Working with patients Invoices, payments and money Products and inventory Notes, forms and templates

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