Cliniko + Calendly

Everything for your next email.

Automate booking emails, design something beautiful, and send a newsletter from one calm workspace. Connect Cliniko or Calendly directly — no Zapier needed.

Using Calendly? See Calendly features. Each workspace connects to one booking platform at a time.

Common ways clinics use MyHealthFollowup

New booking welcomes
Pre-visit preparation
Post-visit care
Review requests
Rebooking reminders
Longer-term recalls
Patient education
Clinic newsletters
Drag-and-drop email designer showing a fictional clinic email

Templates

Design it here, start ready-made, or bring a finished email

Choose the easiest starting point for each email, then preview it with clinic and patient details before anything is sent.

  • 100+ ready-made designs, reusable sections, and a blank canvas
  • A drag-and-drop designer for layouts, images, buttons, colours, and booking details
  • A simple editor with bold and italic text controls
  • Email HTML imports from Canva Email, Beefree, Brevo and other builders; custom-coded HTML exports from Mailchimp
  • Patient, appointment, practitioner, location, booking, clinic, link, and reusable custom-text fields
  • Mobile and desktop previews, test emails, saved drafts and HTML export
  • Optional communication-preferences footer
Reviewing who receives an automation and when, before turning it on

Automations

Choose when and why an appointment email sends

Start with a guided reminder, follow-up or rebooking email. Advanced setup adds more timing and audience choices for Cliniko or Calendly.

  • Save your draft before connecting or starting a trial; nothing sends until you turn it on
  • Send when a new matching booking appears
  • Send any number of minutes, hours, or days before or after a visit
  • Run longer-term recalls and rebooking reminders
  • Cliniko: filter by location, practitioner, appointment type or medical alert
  • Attach a Cliniko patient form and skip the email once it is completed
  • Calendly: filter by event type, host or meeting location
  • Preview matching appointments before turning a rule on
  • Apply a new rule to relevant previous appointments when appropriate
Advanced automation timing and appointment filters

Patient-aware rules

Skip emails when the clinic situation has changed

Keep reminders and follow-ups relevant as bookings change. Available checks follow the booking platform you connect.

  • Use only a patient's latest matching appointment
  • Skip rebooking prompts when a new booking already exists
  • Limit how often the same patient receives an automation
  • Respect relevant Cliniko email preferences
  • Skip cancelled or replaced bookings; Cliniko after-visit emails also check attendance
  • Use active practitioners when matching clinic rules
A fictional clinic newsletter being prepared in the campaign builder

Campaigns

Newsletters with your saved audience

Reuse your saved emails and contacts for an update whenever you need one. No separate mailing-list spreadsheet.

  • Import and keep contacts in MyHealthFollowup; refresh from your booking platform for new contacts and changes
  • Use Cliniko marketing preferences or record Calendly invitee permission
  • Search the audience and review consent status
  • Choose a relevant audience using the filters supported by your booking platform
  • Refresh the matching audience before preparing the campaign
  • Preview, test, send now, or schedule for later
  • An unsubscribe link is added automatically; opt-outs are saved and sync to Cliniko where supported
Scheduled email activity for fictional appointments

Reporting

See what is waiting, sent, skipped, or needs attention

Reception and clinic managers 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
Clinic reply address and sending-domain settings with fictional details

Sending

Start quickly, then use your clinic address when ready

Replies can go to the clinic from day one. After the trial, clinics can complete an automated sending-domain setup in the dashboard.

  • Your name and a reply-to address for your clinic inbox
  • A MyHealthFollowup sending address while getting started
  • Automated clinic-domain setup with copyable DNS records
  • Clear verification status and human-readable setup errors
  • Server-side subscription and verification checks before clinic-domain sending
  • Admin early access for trusted trial clinics on request

Security and billing

Clinic-friendly controls with careful handling underneath

MyHealthFollowup keeps the interface straightforward while protecting connections, checking access, and leaving card handling to Stripe.

  • Backend-only Cliniko key handling
  • Patient details looked up close to automation send time where practical
  • Audit history for sensitive clinic changes
  • Stripe-hosted checkout and billing portal
  • 30-day free trial and practitioner-based plans
  • Campaign and delivery safeguards shown before sending

Cliniko connected app

Built for clinics already working in Cliniko.

MyHealthFollowup is listed in Cliniko's connected apps directory. Cliniko remains the clinic's main place for appointments and patient records while MyHealthFollowup handles the email workflow around them.

View connected app listing

Try it with your own clinic

Choose an email. Make it yours. Turn it on when you are ready.

Start free trial