Templates
Bring in the email design your clinic wants to send
Use a finished email design, start from a clinic template, or keep things simple with the built-in editor.
- Import finished HTML templates from Mailchimp, Beefree, Campaign Monitor, Brevo, and other email builders
- Drag a template file into the upload area or choose it from your computer
- Choose from built-in starter templates for common clinic emails
- Use a simple editor when you only need a straightforward text-based email
- Preview the rendered email before saving
- Send yourself a test email before turning an automation on
- Add clinic, patient, appointment, practitioner, and booking fields to templates
- Add link fields with friendly link text
- Include a communication preferences footer when needed