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.
- Clinic templates for common appointment emails
- A drag-and-drop designer for layouts, images, buttons, colours, and booking details
- A simple editor with bold and italic text controls
- Finished HTML imports from Mailchimp, Beefree, Campaign Monitor, Brevo, and other builders
- Patient, appointment, practitioner, location, booking, clinic, link, and reusable custom-text fields
- Rendered previews and test emails
- Optional communication-preferences footer
Automations
Choose when and why an appointment email sends
Create one automation with one or more email steps, then let Cliniko appointment activity keep it moving.
- 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
- Filter by locations, practitioners, appointment types, and medical alerts
- Preview matching appointments before turning a rule on
- Apply a new rule to relevant previous appointments when appropriate
Patient-aware rules
Skip emails when the clinic situation has changed
Plain-English controls help reduce stale reminders, repeated review requests, and emails that no longer make sense.
- 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 appointments and after-appointment emails when the patient did not arrive
- Use active practitioners when matching clinic rules
Campaigns
Send one-off clinic updates to opted-in patients
Use the templates already in MyHealthFollowup for newsletters, education, announcements, and other careful clinic updates.
- Sync names, email addresses, and marketing preferences from Cliniko
- Search the audience and review consent status
- Filter by locations, practitioners, appointment types, medical alerts, and upcoming appointments
- Refresh the matching audience before preparing the campaign
- Preview, test, send now, or schedule for later
- Include an unsubscribe link and sync opt-outs to Cliniko when possible
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
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.
- Clinic reply-to name and email
- 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