Templates
Start with a ready-made email or bring your own design
Choose the easiest starting point for each email, then preview it with real booking details before anything is sent.
- More than 100 ready-made templates for common email needs
- A simple editor with bold and italic text controls
- Finished HTML imports from Mailchimp, Beefree, Campaign Monitor, Brevo, and other builders
- Invitee, event, host, meeting location, booking, business, link, and reusable custom-text fields
- Rendered previews and test emails
- Optional communication-preferences footer
Automations
Choose when each booking email sends
Create one automation with one or more email steps, then let Calendly booking activity keep it moving.
- Send when a new matching booking appears
- Send any number of minutes, hours, or days before or after a meeting
- Filter by event types, hosts, and meeting locations
- Preview matching bookings before turning a rule on
- Cancel stale emails when a meeting is cancelled or rescheduled
- Use real-time booking updates where available, with regular checks as a backup
Booking-aware rules
Keep emails aligned with the latest booking
Plain-English controls help prevent old reminders and follow-ups from sending after a booking has changed.
- Recognise when an old booking has been replaced by a reschedule
- Cancel pending emails for cancelled and replaced bookings
- Check the current booking state again before each email sends
- Use the invitee's booking timezone for appointment details
- Limit how often the same invitee receives an automation
- See clear reasons when an email is skipped
Campaigns
Send one-off updates to invitees who have given permission
Use the templates already in MyHealthFollowup for newsletters, announcements, education, and other careful business updates.
- Sync names, email addresses, and booking history from Calendly
- Record how and when each invitee agreed to receive marketing
- Bulk-record permission for an eligible group when the business already has valid consent
- Search the audience and filter by event type, host, meeting location, and booking dates
- Preview, test, send now, or schedule for later
- Include an unsubscribe link and keep campaign opt-outs in MyHealthFollowup
Reporting
See what is waiting, sent, skipped, or needs attention
Teams can find useful answers without reading technical logs.
- Scheduled messages ordered by send time
- Search, status filters, and pagination for larger lists
- Cancel upcoming messages and retry failures
- Plain-English skip and failure reasons
- Campaign delivery, bounce, open, click, and unsubscribe reporting
- Delivery and complaint events for operational review
Sending
Start quickly, then send from your own address when ready
Replies can go to your business from day one. After the trial, you can complete an automated sending-domain setup in the dashboard.
- Business reply-to name and email
- A MyHealthFollowup sending address while getting started
- Automated business-domain setup with copyable DNS records
- Clear verification status and human-readable setup errors
- Server-side subscription and verification checks before custom-domain sending
- Early custom-domain access for trusted trial accounts on request
Security and billing
Straightforward controls with careful handling underneath
MyHealthFollowup keeps the interface approachable while protecting connections, checking access, and leaving card handling to Stripe.
- Secure Calendly OAuth connection
- Encrypted provider credentials handled by the backend
- Audit history for sensitive account changes
- Stripe-hosted checkout and billing portal
- 30-day free trial and host-based plans
- Campaign and delivery safeguards shown before sending