Set up follow-up emails

What a follow-up is for

A follow-up email checks in with a patient some time after their appointment — asking how they're doing, or encouraging them to book their next visit. Because it's timed and filtered carefully, it goes to the right patients instead of everyone who was ever seen.

Set the timing

Choose how many days after the appointment the follow-up should send.

Setting how many days after the appointment the follow-up sends.

Filter who receives it

Choose which patients qualify based on attendance: All, Arrived only, Did not arrive only, or All except did not arrive. This keeps a check-in message from going to someone who missed the appointment entirely, if that's not what you want.

Choosing an attendance filter for the follow-up.

You can also send only to patients who don't already have a following appointment booked — choose whether that check looks for any appointment type or specifically the same one. This is what stops a rebooking nudge from reaching someone who's already booked their next visit.

Sending only when no following appointment of the chosen type exists.