To set up automated confirmations and reminders for your clinic, you must have a role assigned to you that gives you access to the Sms & email templates tab in Settings. For more information on roles, see here.

In this article:


Create a new confirmation or reminder template

You can create a new confirmation or reminder template from the Settings page:

  1. Go to the Sms & email templates tab.

  2. Click New in the top right-hand corner.

  3. Fill out the General information section:

    If you are creating a Reminder, type the number of hours in advance that you want the reminder to be sent for.

  4. Enter the content for the email or SMS. You can directly type in the text editor, or click on the Tags to insert customised information, such as a patient's last name.

  5. Tick Active at the top of the screen to make the confirmation or reminder available to use.

  6. Click Save.

Your created confirmation or reminder will appear in the Sms & email templates tab.

Note: SMS confirmations and reminders sent by Heydoc cost 5p per message. These SMS charges will be added to your practice's monthly invoice.

To use the confirmation or reminder template for bookings, you must now activate it for your clinic.


Activate a confirmation or reminder template

A confirmation or reminder template must be activated from the Settings page for your clinic to be able to use it.

  1. Go to the Sms & email templates tab.

  2. Click the more options icon next to the template you want to activate.

  3. Select Make active.

Note: SMS confirmations and reminders sent by Heydoc cost 5p per message. These SMS charges will be added to your practice's monthly invoice.

You can deactivate a confirmation or reminder template at any time by following the same steps as above, and selecting Make inactive in more options.


Link a new product to a confirmation or reminder

Make sure your clinic have first activated the confirmation or reminder before you attempt to do this.

  1. Go to the Products page.

  2. Click New in the top left-hand corner of the page.

  3. Create the new product as you normally would. For more information on creating new products see here.

  4. Scroll down to the Confirmation and Reminders section, and use the dropdown menus to choose the confirmations and reminders you want activated for that product.

  5. Click Save at the top of the screen.

When you now book an appointment with that product, your configured confirmations and reminders will be automatically sent out to the patient.


Edit a confirmation or reminder template

You can edit a confirmation or reminder template at any time from the Settings page:

  1. Go to the Sms & email templates tab.

  2. Select the confirmation or reminder template that you want to edit.

  3. Make the edits you want. Note: there may be some restrictions to the edits you can make with templates marked as a system template.

  4. When you have made the edits you want, click Save at the top of the screen.

Did this answer your question?