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    Send aftercare emails

    When a visit is marked complete, send one combined aftercare email with treatment-specific instructions for that service.

    Aftercare emails are configured per service on the same form as booking and rebooking. When staff mark an appointment complete, eligible patients receive one email with the aftercare content you have linked to that treatment.

    Turn on aftercare for a service

    1. Go to Settings → Services.
    2. Click Edit on the service (or add a new service first).
    3. Scroll to the Aftercare email section.
    4. Switch on Send aftercare email.
    5. Choose or create the aftercare content for that treatment.
    6. Click Save settings at the bottom of the page.
    Service form with the Aftercare email section visible
    Settings → Services — turn on aftercare, then pick existing content from the list or choose Create new.

    Tip

    You can reuse the same aftercare content across several services, or write something specific per treatment.

    Create new aftercare content

    Choose Create new in the Aftercare content dropdown to add instructions for a treatment. Pick a content type — each works differently in the email patients receive:

    • Link to aftercare page — send patients to a page on your website (you can add more than one link for combo treatments).
    • Hosted PDF — upload a PDF; patients get a download link in the email.
    • Paste aftercare text — put the full instructions in the email body.
    Create aftercare section dialog with content type options
    Create new — pick a content type (link, PDF, or pasted text), then fill in the fields below and save.

    What happens next

    Still stuck?

    Send us a message and we'll get you sorted. If you're logged in, you can also use the ? Help button in your admin dashboard.

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