Less system. More you.

Inspiration · Workflows

Less system.
More you.

Seven ways practitioners around the world are personalising theirs.

Hi {{customer.first_name | default: "there"}},

Carepatron has built-in emails for the moments that matter in your practice. New appointments, intakes, cancellations, portal invites. By default, they cover the basics. A few tweaks, and they feel like your practice instead of the platform.

Below, practitioners from Melbourne to Manchester share how they personalise theirs. To inspire you.

In-app editing is on Plus and Advanced. See the offer below.

01 · New appointment

Help clients arrive ready

One line in the appointment confirmation that gives clients a way to prepare before they walk in. Five examples.

Wellington-based counsellor

“A question to sit with before we meet: what's one thing you'd like to feel different by the end?”

Melbourne-based physiotherapist

“Take 60 seconds before our session and note how things feel compared to last week. What's changed, what's sore, what's moving better? We'll start there.”

Manchester-based doctor

“Please arrive 10 minutes early to check in. Feel free to jot down any questions beforehand.”

Toronto-based dentist

“Please arrive 10 minutes early to check in with our receptionist. Let us know if you've had any pain or sensitivity since your last visit.”

Austin-based coach

“Before we meet, pick one thing you'd like to walk out with. One sentence is enough.”

02 · Send Portal invite

Say hello before day one

A Singapore-based speech therapist does this, and we thought it was a lovely touch. She drops a 30-second Loom hello into her portal invite, so clients hear her voice before they ever walk in.

Her wording

“Before we meet, here's a 30-second hello from me and a quick tour of how I work: [your video link]. Any questions, just reply.”

03 · Cancelled appointment

A touch-in template we like

An Edinburgh-based occupational therapist personalises her cancellation email with a short practice she likes to share. Keeps it warm, instead of just logistical.

Her template

“Life happens. While we wait to reconnect, here's a short practice I like to share: [your resource]. Ready to pick a new time? [rebook link].”

Want to try personalising yours?

Your workflows live in the left sidebar under Workflows. Activate and reorder them on any plan. Personalising them is on Plus and Advanced.

Open Workflows → · How workflows work →

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Good to know: paid plans can send these via SMS also.

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