The confirmation is the patient's written record of what they booked, and it carries the link they'll use to cancel. Most clinics only ever adjust the wording of the starter template.
What it's for
A confirmation goes to the patient the moment an appointment is booked, by staff or online, and again when its date, time or practitioner changes. It's the patient's written record of what they booked, and it carries the cancellation link and any patient forms the appointment type sends.
Set it up
Open Settings, then the email or SMS templates for Appointment Confirmations under Automatic messages
Add a template and give it a Template name staff will recognize, such as Standard confirmation.
For the email, choose the two options
Show business address appends the location's address automatically. Attach calendar event adds a calendar file so the patient can save the appointment to their phone or computer in one step.
Write the Email subject and Email content, or the SMS content
Use the placeholders for the date, start time, type, practitioner and the Cancel Link. Keep the SMS short: each 160 characters is a credit. Preview, then save.
Link it on each appointment type
Under the type's Communications section, choose this template for the Confirmation event's Email and SMS. Until then it isn't used.
Worth knowing
- The starter template is already linked to every starter appointment type, so confirmations work from day one once the location's address is filled in.
- A deposit paid with an online booking isn't part of the confirmation; the receipt goes as a separate email if the payment provider's Auto-send receipt is set. There's no placeholder for the appointment's notes.
- The patient's Appointment confirmation emails switch and their Automatic messages channel can stop it; see How automatic messages work.