Email templates are pre-designed formats for emails that can be customized. They help ensure consistent communication with clients and streamline the process of sending routine messages. System email templates are essential for maintaining consistent and effective communication with clients.
To ensure recipients receive emails, ensure their email notifications are enabled. For guidance, refer to our article on Enabling email and SMS notifications
You can also customize these email templates by Editing System Email Templates
Below is a list of the emails to be sent, along with their triggers and recipients:
EMAILS | SENDS WHEN | RECEIVER | |
| Client Video: Appt. Created | Practitioner creates a video session | Client | Primary Contact/s |
| Client Video: Appt. Reminder | Email reminders for a video session | Client | Primary Contact/s |
| Client: Appt. Cancelled | Either the client or practitioner cancels an event | Client | Primary Contact/s |
| Client: Appt. Created | Practitioner creates a Session event in the scheduler | Client | Primary Contact/s |
| Client: Appt. Reminder | Email reminders for direct events | Client | Primary Contact/s |
| Client: Appt. Requested | Client booked from Landing page's online booking | Client | Primary Contact/s |
| Client: Appt. Rescheduled | Practitioner reschedules an event | Client | Primary Contact/s |
| Client: Appt. Scheduled | Practitioner approves a client-requested event | Client | Primary Contact/s |
| Client: Appt. Unavailable | Practitioner declines a client-requested event | Client | Primary Contact/s |
| Client: Consent for Services | DISABLED | ||
| Client: Welcome Email | Enable portal access | Client | Primary Contact/s |
| Document: Attached Document Email | Note shared by the practitioner via email | Client | Primary Contact/s |
| Document: Attached Invoice Email | Invoice shared by the practitioner via email | Client | Primary Contact/s |
| Form: New Form Submission | Client submits a form | Clinic Owner | Office Admin |
| Form: Submissions | Client submits a form | Client | Primary Contact/s |
| Portal: Document Shared To Portal | Note is shared to the client portal | Client | Primary Contact/s |
| Portal: Form Emailed to User | Form is shared to the client portal via email | Client | Primary Contact/s |
| Portal: Invoice Shared To Portal | Invoice is shared to the client portal | Client | Primary Contact/s |
| Program: Status Change | Any status change in a program | Client | Primary Contact/s |
| Provider: Appt. Cancelled | Client cancels an appointment from the client portal | Practitioner | |
| Provider: Appt. Created | Client booked from the Landing page's online booking | Practitioner | |
| Provider: Appt. Reminder | Email reminders of upcoming appointments | Practitioner | |
| Provider: Appt. Rescheduled | Event is rescheduled for a provider | Practitioner | |
| Provider: Intake/Waitlist Notice | New client submits an intake form | Clinic Owner | Practitioner |
| Staff: Welcome Email | Send welcome email to clinic user | Staff | |
| Third-Party: Third-Party Appt. Reminder | When a third-party contact is added to an event | Third-Party Contact | |
| Transactions: Payment Failed Report | TB Pay payment failures | Clinic Owner | Office Admin |