Send Automatic Email for Outstanding Forms

Under Marketing, you can set up an email that sends out an email with links to outstanding forms before the appointment.

  1. Go to Marketing.
  2. Click on Automated Marketing and Reminders.
  3. Go to Forms > Email.
  4. Ensure Enabled is ticked, and enter the relevant information in each field. You can choose a template or simply start typing the message in the Email body text field. 
  5. Merge Fields are place holders for values that will be replaced when the message is sent. For example: [ClientFirstName] will be replaced with David, [FormsLink] will be replaced with a link to outstanding forms, and so on. To insert a Merge Field, simply put your cursor in the message box where you want the field to appear and click on the Merge Field link. 
  6. You can also preview your Email message by adding your email address and clicking Send Preview Email.
  7. Click the Save button. 

With this set, your clients will be automatically notified of any outstanding forms. 

Still need help? Contact Us Contact Us