In this video, you’ll learn how to check exactly what messages an Automation Rule is going to send — whether it’s an SMS, email, or a task. We’ll show you how to use both the Automation Rules and Message Templates tabs side by side, so you can easily identify, review, and update any communication tied to your automations.
Let’s dive in and walk through the steps together.
And that’s how you can quickly review and manage the messages used in your automation rules.
By using the Automation Rules and Message Templates tabs together, you’ll save time, avoid confusion, and ensure your communications — from SMS and emails to tasks — are accurate, relevant, and aligned with your clinic’s workflow.
If you have any questions, feel free to reach out via Cliniq Apps Web Messenger.
Enjoy growing your practice with Cliniq Apps! 🚀
