With Cliniq Apps, you can send an automated welcome email to your patients who are having their first appointment.
In the following, you'll find instructions on how you can build such an automation. Please keep in mind that the email template is only a suggestion and you can modify it to suit your clinic. For example, you can send specific pre-initial appointment instructions to your patients.

1. Messages: Create one Email or SMS

You may use the script below:

Email Subject: We'll see you soon!


Welcome to Clinic Name!

It is with great pleasure that we welcome and thank you for choosing us to help assist you. {NEXT_PROVIDER_FIRSTNAME} {NEXT_PROVIDER_LASTNAME} looks forward to see you on {NEXT_START}.

Clinic Name

2. Click on Automation Rules and Click on New Automations


  1. Name the Automation for your reference.

  2. Select unsubscription category

  3. Select unsubscription automation type. For information about automation categorization and type click HERE.

  4. Select the iteration of the automation

  5. Click Continue to proceed to the next steps

Click the SELECT button and choose Patients with Appointments

Select the clinic location and click the and button

Then choose their appointment

And set it to More than 3 days remain before Next Appointment then click the and button then choose appointment date

Set it 3 days In Future and 4 days In Future and the click the and button to proceed to the next steps.

Select their number of past appointments and set it to 0-0. Once done click the then button to continue.

Select communicate with patient -> send sms -> select the sms that you created

Click on Apply Changes

Then Save Automation

To start the automation simply click the PLAY ▶️ button.

When you activate this automation, your patients will receive an email 3 days before their first appointment.  This will increase the likelihood of showing up to their initial appointment.

You can also send an SMS with your Google Address to your patients. Have a look on how it's done by clicking HERE.

If you have any questions, please chat with us in your Cliniq Apps web messenger.

Enjoy growing your practice!
Cliniq Apps 🚀

Did this answer your question?