Booking Event Template Setup allows you to create personalised communication events using Workflow Event Templates, which can be scheduled to go out before or after a booking, or at a specific time that suits your workflow. These messages are automatically triggered when a booking is made in the Diary, saving you valuable time and ensuring nothing is missed. Patients can complete necessary forms before their visit, receive surveys after appointments, or get timely reminders, all without you having to follow up manually.
This setup helps the Practice provide seamless, professional, and consistent communication, while keeping processes smooth, efficient, and truly Patient-focused.
💡Please Note: Booking Event Templates are set up on multiple levels, allowing each Practice to tailor these communications to their unique workflow, operational needs, and Patient engagement approach. For more information regarding the different levels at which they are set up, please refer to the user manual: Understanding the use of Booking Event Template Setup
Web App:
Roadmap (Entity Settings): NB > B Settings - S Settings > T Entity Settings - S Entity Settings > P Booking Event Template Setup - P Booking Event Template Setup
Roadmap (Diary Settings): NB > B Settings - S Settings > T Diary Settings - S Diary Settings > P Booking Event Template Setup - P Booking Event Template Setup