1. To edit the content of booking and reminder messages, go to Business Setup -> Booking and Reminders. 



2. Select 'Edit' next to the Service Category message you would like to edit, please see the example templates below.




Please note: When copy and pasting message templates into SimpleClinic -> highlight the test -> right click the mouse -> copy -> right click in SimpleClinic -> Paste as plain text.  This prevents copying over background formatting and coding from other sources.


Within each Message Service Category you have the option to edit Booking SMS, Booking Emails, Reminder SMS or Reminder Emails. 


To add an Intake Form


3. Use the 'INSERT FORM' button to insert the link to an intake form in the required booking and reminder emails. You the templates below if you are creating new booking or reminder emails.



To edit the email for Telehealth


4. If you are working Online instead of In Clinic, replace the Location or address in your emails with your Telehealth URL.


Refer to the following article if you are integrating your Zoom Pro account with SimpleClinic, click here. 

Refer to this article if you are using SimpleClinic Meet telehealth, click here.


If you are doing both online and In Clinic consultation create separate services and booking & reminder messages for each of these. 

To create new services see the following article: How to edit or add new services

To create new message service categories see this article: Editing & creating message categories



5. Once you have edited the messages ensure to select SAVE in the bottom right hand corner of the screen.


When you make any changes to messages settings make to edit Booking SMS, Booking Emails, Reminder SMS and Reminder Emails. 



Booking email template example:


Dear {{client.first_name}}


This is to confirm your appointment.


Your appointment details are:


Date: {{event.user_dtstart|date("d/m/Y")}}


Time: {{event.user_dtstart|date("g:i a")}}


Times are shown in {{event.user_tz}} timezone


By making this appointment, you have indicated your health is important to you.


Your health and wellbeing is my clinic's priority. 


CANCELLATIONS


Our clinic is a busy clinic. If for some reason you need to reschedule your appointment, we require {{service.cancellation_hours}} hours' notice; or a fee of ${{service.cancellation_amount}} applies. This, in consideration for others, allows me to schedule in patients from my waiting list. Please remember to confirm {{service.cancellation_hours}} prior to your appointment. 


You can cancel, reschedule and confirm online by clicking here: {{event.cancel_url}}


CLINIC ADDRESS & PARKING

{{location.name}}

{{location.street}}

{{location.suburb}}

{{location.state}}


If you have further questions regarding your consultations or my clinic, please don't hesitate to call.


Yours sincerely,

{{practitioner.first_name}} {{practitioner.last_name}}



Reminder email template example:

 

Hi {{client.first_name}} this is reminder of your appointment. 


Your appointment details are:


Date: {{event.user_dtstart|date("d/m/Y")}}


Time: {{event.user_dtstart|date("g:i a")}}


Times are shown in {{event.user_tz}} timezone


CANCELLATIONS / RESCHEDULES / CONFIRMATION


Our clinic is a busy clinic. If for some reason you need to reschedule your appointment, we require {{service.cancellation_hours}} hours' notice; or a fee of ${{service.cancellation_amount}} applies. This, in consideration for others, allows me to schedule in patients from my waiting list. Please remember to confirm {{service.cancellation_hours}} prior to your appointment. 


You can cancel, reschedule and confirm online by clicking here: {{event.cancel_url}}


CLINIC ADDRESS & PARKING

{{location.name}}

{{location.street}}

{{location.suburb}}

{{location.state}}


If you have further questions regarding your consultations or my clinic, please don't hesitate to call.


Yours sincerely,

{{practitioner.first_name}} {{practitioner.last_name}}



SMS template example:


Hi {{client.first_name}},  I look forward to seeing you {{event.user_dtstart|date("d/m/Y")}} {{event.user_dtstart|date("g:i a")}} for your {{service.service_name}}, {{event.user_tz}} timezone.  {{practitioner.first_name}} {{practitioner.last_name}}