Introduction
ClinicSense can help reduce cancellations and no-shows with Reminders & confirmations. Email confirmations are sent to every client whenever they book an appointments. Reminders are optional, but most practices find them invaluable.
Video guide
Getting started
To edit your reminder and confirmation settings:
- Click on Setup (in the top right corner)
- Then click on Reminders & confirmations in the menu
Confirmations
Clients are sent a confirmation email as soon as they book their appointment. On this settings page, you can add a custom message to appear in the confirmation email. Some common use cases for this are sharing directions, special instructions, or parking guidelines.
Once you've typed in your message, you can click the Preview confirmation email button to see what your clients will see.
Note: Confirmations are only sent by email, and not by text.
Reminders
ClinicSense can automatically send appointment reminders to your clients. Reminders can be sent as either emails or text messages. The system will use each client's individual preference (which can be set in their client file) to decide which type of reminder is sent.
Note: Reminders are only available on the Standard and Premium plans. Text message reminders are only available in Canada and the United States.
Scheduling reminders
You have the option to send up to two reminders. The first reminder can go out one, two, or three weeks before the appointment. The second reminder can go out one, two, or three days before the appointment.
Most commonly, folks chose the 1 week before their appointment and 1 day before their appointment options.
Ask clients to verify their attendance
You can also choose if you’d like to ask clients to verify their attendance. If you do, your client's reminder email will ask them to click a button to confirm their attendance. Once they do, their appointment will be marked with a CONFIRMED label.
Include the following message in the reminder
Similar to the confirmation emails, you can choose to include a custom message in your reminder emails. This is helpful for things like directions, parking instructions, or things you'd like the client to do to prepare for their appointment. After typing in your reminder message, you can click the Preview reminder email button to see how it'll appear to your clients.
Note: Due to text message size limits, it's not possible to customize SMS reminders. However, you can still use the Preview reminder SMS button to see how text message reminders will appear to your clients.