A broadcast reaches a group of patients at once, by email, SMS or both. The audience filters and the marketing switch are what keep it useful and legal.

Before you start

A broadcast goes to every patient who matches your filters, by the channel you choose, and marketing broadcasts must respect consent. Open Broadcasts; the page has Compose and Sent broadcasts. One broadcast can reach at most 500 patients; a bigger audience is refused with This broadcast would reach 640 patients, above the 500 limit — narrow your filters. Sending needs the broadcast permission, which Administrators have.

Compose

1

Choose the Channel and what happens when a patient has both

Email, SMS or both. For both, Prefer Email or Prefer SMS decides which one a patient with both gets; nobody receives the broadcast twice.

2

Decide whether it's a Marketing message

Switch it on for anything promotional. Patients who have opted out of marketing on that channel are excluded, and an unsubscribe link is added so they can opt out of future ones; it opens a one-button Unsubscribe page and records the opt-out on their record. Leave it off for an operational notice such as a closure, which goes to everyone matching.

3

Set the Audience filters and apply them

Last visit any, 3+, 6+ or 12+ months ago; Location; Practitioner; Appointment type. Apply and the matching patients are listed with a count, with any that can't be reached on the channel excluded. Canceled bookings don't count as visits.

4

Choose one message or groups

ClinyPal sorts the audience into groups such as New patient (registered in the last 30 days, no completed visit yet), Upcoming appointment, Active (visited recently, nothing booked), Lapsed 6mo+ and All patients, each with its count. Split into groups lets you write a separate message per group, sent and tracked separately; One message sends the same text to everyone.

5

Write the message

Subject and Body for email, SMS Content for text, with Patient placeholders, and Business ones too in an email body. The AI option can draft from the audience you chose; see Generate with AI.

6

Review and send

The review shows Recipients, Channel and SMS cost in credits. If the balance is short you're warned that recipients past the available balance will be marked Failed and can be resent once you top up. Send, and the messages are queued and delivered in the background.

The Broadcasts Compose view at Review & send showing Recipients 24, Channel SMS and SMS cost 24 seg x $0.10 = $2.40, a low-balance warning, and two group cards with their drafted messages.
The review step of an SMS broadcast to 24 patients in two groups, with the SMS cost and the message each group gets.
Marketing needs the Marketing message switch on. With it off, a promotional broadcast reaches patients who opted out and carries no unsubscribe link, which is a complaint waiting to happen. Operational notices such as a closure are the only case for leaving it off.

After sending

Sent broadcasts lists each one with its groups, channel and counts. A broadcast with failures reads Partially sent and offers Resend to failed recipients, which retries only those, for example after topping up SMS credit. Delivery per patient is in their communication log, and totals are in the Broadcast performance report.