01
Sync the audience
Bring across patient or invitee names, email addresses, and booking history. Cliniko marketing preferences import automatically; Calendly invitees require recorded permission.
Consent-aware email campaigns
Send newsletters to the right people from Cliniko or Calendly.
Sync your audience, confirm permission, choose a relevant group, and send or schedule an update without maintaining a separate email list.
Campaign audience
Synced from your connected platform
Booking activityRelevant servicePermission checked
| Contact | Source | Consent | Match |
|---|---|---|---|
| Alex Morgan | Cliniko | Opted in | Physio |
| Jamie Lee | Calendly | Permission recorded | Consultation |
| Taylor Singh | Cliniko | Not opted in | Massage |
| Casey Brown | Calendly | Permission recorded | Review call |
Showing a preview of the matching audience
Refresh audienceA clear campaign workflow
From booking contacts to a finished campaign.
02
Choose who it is for
Send to everyone eligible or narrow the audience using the booking details available from the connected platform.
03
Preview and send
Choose a saved template, add inbox preview text, refresh the matching audience, send a test, then send now or schedule for later.
04
See what happened
Review delivery, bounces, opens, clicks, and unsubscribes without leaving the clinic dashboard.
Choose your audience source
The consent workflow matches the platform you connect.
Cliniko campaigns
Use patient marketing preferences already held in Cliniko.
Sync eligible patients, filter by location, practitioner, appointment type, medical alert, or appointment activity, and send campaign opt-outs back to Cliniko where supported.
Start with ClinikoCalendly campaigns
Record permission before an invitee becomes eligible.
Calendly does not supply a marketing preference. Invitees stay excluded until you record how they agreed or confirm that a selected event type already collects permission on its form.
Start with CalendlyUseful audience filters
Avoid sending every update to everyone.
Refresh the matching audience before saving a draft so you can see which patients or invitees fit the current filters.
Cliniko filters
- Clinic locations
- Practitioners
- Appointment types
- Medical alerts
- Appointment activity
Calendly filters
- Event types
- Hosts
- Meeting locations
- Booking activity
- Invitee search and permission status
Consent-aware by design
Campaigns are for careful clinic communication, not cold outreach.
Clinics remain responsible for the content, consent, audience, professional obligations, and legal basis for each campaign. MyHealthFollowup puts the checks and records close to the send.
Read acceptable useNobody without recorded marketing permission is eligible
Every campaign includes an unsubscribe link
Unsubscribes stop future campaign sends and sync to Cliniko when available
Bounces and complaints suppress unsafe future sends
Recipient and sending limits are shown before a campaign is released
A second confirmation appears when campaigns are sent close together
Sensible campaign ideas
Useful reasons to contact an opted-in audience.
Clinic opening hours or holiday notices
Patient education and useful health information
New practitioner or service announcements
Changes that affect a particular location or patient group
Community events and clinic news
Carefully targeted re-engagement for opted-in patients
Automations and Campaigns together