Post Care Instructions
The ability to send your client post-care instructions at checkout would be great! Still handing out paper copies =(
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Kathryn Clevenger
commented
In Service Set up, we should be able to assign Pre and Post messages to be automatically sent out.
In Email together as an overview-which we use a form for currently but once they close/complete the form, they cannot view it again.
Text Pre a selected number of days before and Post sends out at checkout. A lot of other programs have this option, it should be included with this one, especially with how much more expensive this one is -
Sinead Norenius
commented
This needs to be an automation email at the very least post check out! Super easy to set up!
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Tasha Grissett
commented
attach after care instructions to each service that auto sends after check out
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Rolando Pol
commented
Also will be useful to be able to set automatization to send and email with this pre and post information depending and link to the service that will be done.
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Beth Colombo
commented
Would love for clients to be able to simply see all of their forms on the Client Portal even after they have signed them. We use "forms" so the client has to sign their pre/post treatment protocol before their appointment. But once they sign it they can't go back and see it - so we have to print them at checkout.
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Nikki Brueggemann
commented
We attach them to the appt as a form, but once they've "signed" it they can no longer open it. They need to be able to open them after the appointment
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Jenna Martinez
commented
This should definitely be an auto send under any medical grade service that has after care instructions assigned to it. I assumed things like this would already be included for this price.
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Brandy Brannigan
commented
This feature would bring in more clients that offer more aggressive services. would also be a great CYA for businesses.
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Front Desk
commented
Yes, I would see this working well with sets of saved post-care instructions and when completing a checkout there is a pop up that asks which, if any saved post-care instructions you would like to send and if you want to send it as an email, text or both.