How to send Availability Summary emails

This is a simple concept: the easiest way to fill up your empty time slots each week is to tell your clients that you have available time slots. That's exactly what an Availability Summary is. Set it up once and we'll automatically email your clients to share your upcoming availability with them.

Contents

• Video guide
• Setting up the Availability Summary

Video guide

This video demonstrates how to set up an Availability Summary.

Setting up the Availability Summary

1. Go to Communication 
2. Click on Availability Summary
   
   
   
   
3. Toggle on Availability Summary (Located in the top right corner)
   
   
   
   
4. Choose if you want the email to be sent every Sunday, every 2nd Sunday, or first Sunday of the month
   
   
   
   
5. Select the practitioners whose available time slots you want to show
   
   
   
   
6. Click on the Edit Design button to write and design your email
   
   
   
   
7. Once in edit design you can do the following:
   

• • Upload or search for a cover photo
    
  • Select a background color
  • Add a custom message for your clients
    
    
    
    

​If clients prefer not to receive this email, they will have the option to unsubscribe. If they unsubscribe, they are only unsubscribing from availability campaigns, they will still get your other emails. You also have control over what emails each client receives directly on their client file by scrolling to the bottom to the Communication section.

That's it!