Notifications & reminders: the complete guide

Automated messages are the quiet workhorse of a busy practice. They confirm bookings, remind patients before the visit, and keep everyone in sync — without you lifting a finger.

What gets sent automatically

• Confirmation — the moment an appointment is booked.
• Reminder — about a day before the visit, to cut no-shows.
• Cancellation & reschedule — whenever an appointment changes.
• Receipts — after a payment is taken.

Email and text

Each message type can go by email, text message (SMS), or both. Patients can set their own channel preferences, and you control the defaults.

Make the words your own

Open Templates to edit any message. Every template comes pre-written, and you can personalize it with merge fields like {patient_name}, {clinic_name}, {date}, and {time} — so each message reads as if you wrote it yourself.

Tips

• Keep texts short — they're read in seconds.
• Use the patient's first name to make reminders feel personal.
• Always give a clear way to reschedule, so a conflict becomes a new booking instead of a no-show.

Message delivery activates once email and SMS are enabled for your account.