Set patient confirmations

You can automatically send confirmation messages to patients when an appointment is booked, via email or SMS.

In this article we will cover how to:

• enable or disable patient confirmations
• configure confirmation content and preview messages.  

Only users with the correct permissions can set patient confirmations. If you think you should have permission to perform such an action please contact the organisation owner.

Enable or disable patient confirmations

• Navigate to Organisation Settings. 
• Locate and click the Appointment Types section of the settings. 
• Click the View iconon the appointment type you want to update.

• Locate the Confirmations section.
• Click the Edit text. 

By default the email and SMS confirmations will be disabled.

• Use the checkboxes to enable or disable Email and/or SMS confirmations.
• When enabled, a message content box will appear.
• Enter the message patients will receive. 

• If needed, include a form link for the patient to complete before their appointment (learn more about forms).
• Click Show preview to see how the confirmation message will appear.

• Click Submit to save your changes. 

Once saved, the confirmation status will display as:

• Enabled -
• Disabled -

You can enable both Email and SMS confirmations if required.