Customize Appointment Notifications

You can send a variety of appointment notifications to patients in ChiroUp: 

  • Appointment Reminders
  • Appointment Scheduled 
  • Appointment Rescheduled
  • Appointment Cancelled 
  • Appointment No-Show

You can customize the message of each appointment notification, including the timing of automated appointment reminders! This article outline everything you need to know about customizing your clinic's appointment notifications. 


🔔 Access Appointment Notifications: 

Navigate to Clinic Settings > Scheduling > Notifications. 

 

🔔 Customize Appointment Scheduled, Rescheduled, Canceled, or No-Show Notifications: 

To customize any appointment notification (other than appointment reminders), click Customize next to each notification type. 

  • Appointment Scheduled notifications send at time of appointment booking when you click “Save & Notify”
    • For online bookings, appointment scheduled notifications send upon booking. 
  • Appointment Rescheduled notifications send when you reschedule an appointment and choose to notify the patient of rescheduling. 
    • For online bookings, appointment rescheduled notifications send upon rescheduling an appointment. 
  • Appointment Canceled notifications send immediately upon canceling an appointment, online or in ChiroUp. 
  • Appointment No-Show notifications send immediately upon marking an appointment as no-show. 
  • Customize both the Email & Text versions of the notifications
  • Customize both the English & Spanish versions of the notifications
  • Use Placeholders to auto-fill custom text, like the patient's name, provider, or location. 

🔔 Customize Appointment Reminders:

Scroll down to the Appointment Reminders section to customize appointment reminder timing & messaging. 

Note: Appointment reminders will always follow the settings in place at the time the appointment is booked. Any adjustments you make to your appointment reminder settings will apply only to appointments booked moving forward.

Make sure you have Notification: Appointment Reminder toggled ON. 

  • Delivery Method: Choose if you would like to send the reminder via text, email, or both. 
  • Timing: Choose how far in advanced you'd like the appointment reminder to send. 
  • Customize Message: Click this button to customize the text of the appointment reminder, including the email and text versions, English and Spanish versions. Use placeholders to auto-fill custom information like the patient's name, provider, time/date, etc. 
  • Restrict to treatments: Select which treatment types (aka appointment types) this reminder should send for. Leave blank to apply to all treatments. 
  • Send Surveys: Check this box to deliver any scheduled surveys alongside this appointment reminder. Make sure to check Send Surveys for at least one appointment reminder. Otherwise, patients won't be sent any surveys ahead of their appointment.
    • Note: If you have Send Surveys checked for multiple reminders, ChiroUp will send surveys with the first reminder. 
  • Add Reminder: Click this button to create additional appointment reminders.
    • Example: Create an appointment reminder for both 24 hours and 1 hour in advanced of the appointment.  
    • Note: Only clinics subscribed to Two-way Texting can create multiple text reminders. There is no limit on emailed reminders. 

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