Follow-up templates control the automated message sent after an appointment is completed. Where a reminder looks forward to an upcoming visit, a follow-up looks back at one that's already happened — it's the patient's post-visit touchpoint, useful for a thank-you note, a check-in, or a prompt to book their next appointment.
What you'll learn
When the follow-up email and SMS actually send
How to edit the follow-up email template
How to edit the follow-up SMS template
Why Generate with AI only appears on the SMS side
The Follow-up email template settings page, showing the subject and rich-text body editor with placeholder fields.
Email template
1
Open the follow-up email template
Go to <strong>Settings > Follow-up Email Template</strong>.
2
Edit the subject line
Update the subject shown in the patient's inbox.
3
Edit the body
Write or adjust the message using the rich editor. Use placeholders to insert details like patient name and the completed appointment's date, so the message reads naturally after the visit.
4
Save your changes
Click <strong>Save</strong> to apply the template.
SMS template
1
Open the follow-up SMS template
Go to <strong>Settings > Follow-up SMS Template</strong>.
2
Edit the message text
Write or adjust the SMS body, keeping it short since it's a text message.
3
Save your changes
Click <strong>Save</strong> to apply the template.
The Follow-up SMS template settings page, showing the message text field and the Generate with AI button.
AI generation only appears on the SMS side
Generate with AI: SMS only The follow-up <strong>SMS</strong> template has a Generate with AI button to help draft its text. The follow-up <strong>Email</strong> template does not have this button. If you're on the Email tab looking for it, that's expected — it's not missing or broken, it simply isn't offered on the email side for this template.
Frequently asked questions
A reminder sends ahead of an upcoming appointment based on your clinic's lead time. A follow-up sends after the appointment is completed — they're separate templates for separate moments in the patient's visit.
Each channel is configured on its own template page, so you can rely on one, both, or adjust them independently depending on how your clinic reaches patients.
No. Changes to the template only affect follow-ups sent after you save — past messages already sent aren't altered.
