Automated emails that welcome new patients, remind them of visits, bring them back for check-ups and ask for feedback. Set up once, then they run in the background while your team looks after patients.
Reminders and recallWelcome and win-backRules for AU, US and UK
New enquiries and new patients get a friendly short series: who you are, what to expect and how to book.
02
Appointment reminders
Confirmation and reminder emails before each visit, sent at the times you choose, with a link to change the booking.
03
Recall and check-up reminders
A gentle email when a patient is due for a regular check-up or follow-up visit.
04
Win-back series
A short series for patients who have not visited for a while, with a clear way to rebook.
05
Feedback requests
One simple email after a visit that asks every patient for feedback. Same email, same time, for everyone.
06
News and updates
A calm monthly email with new services, team news and general health education.
How it works
From plan to running emails
01
Plan the patient journey
We map the points where an email helps: after an enquiry, before a visit, after a visit and when a patient has been away.
02
Build lists and groups
Contacts are grouped by service and visit date, so each patient gets only the emails that fit.
03
Write and design
Short, clear emails in your voice, with a booking link and an easy way to unsubscribe.
04
Set triggers and test
Each email is sent by a rule, such as 2 days before a visit. I test links, spam checks and phone layouts.
05
Report every month
Clear numbers on opens, clicks and bookings, plus what I will improve next.
Keep it safe
Privacy first, in every email
01
No health details in the email
I keep diagnosis, test results and treatment details out of marketing emails. Emails point to your secure portal or phone number instead.
02
Consent on record
Every contact has a clear reason to be on the list, and we store how and when they agreed.
03
Easy unsubscribe
One click to unsubscribe, honoured fast and removed from every automation.
Email rules by country
Rules to plan around
Email laws differ by country, and health information is sensitive everywhere. These are the basics I build in.
Australia
Spam Act: consent, sender, unsubscribe
Commercial emails need consent from the account holder, must clearly show who sent them and must have a working unsubscribe. After someone unsubscribes, the sender has five business days to stop.
United States
CAN-SPAM and HIPAA
CAN-SPAM needs honest headers and subject lines, a postal address and an opt-out honoured within 10 business days. HIPAA generally requires patient authorisation for marketing messages, with exceptions such as telling patients about your own services. Ask your privacy officer, because the details matter.
United Kingdom
PECR and UK GDPR
The ICO says you must not send marketing emails without specific consent. There is a limited exception for existing customers who bought a similar service, and every email needs an easy opt-out.
Feedback emails go to every patient, never only the happy ones. Google’s review policy does not allow businesses to selectively ask for positive reviews or to discourage negative ones, and in Australia clinical testimonials cannot be used in your advertising. Checked on 3 November 2026. Platform and local rules change, so I recheck before each launch. This is a plain-English summary, not legal advice.