Peptalkr can send 3 types of email:

📅 Transactional - emails that are triggered by Cliniko data (✅ this article)
🚀 Campaigns - marketing blasts
▶️ Automations - marketing journeys

Learn about all three of them in our introduction to email.

Transactional emails the most used part of Peptalkr.

They are deeply integrated with your Cliniko database, enabling you to automate sending email specific to particular activity happening inside Cliniko such as:

📆 Appointments (being booked, cancelled, attended or missed)
💰 Invoices (containing specific line items being created or paid)
🏷️ Medical alerts (being added to a patient)

This offers you immense flexibility when it comes to automating all kinds of email to your Cliniko patients.

Emails you can send with the transactional system

Here's some of the most popular examples:

Reactivate a patient without an upcoming appointment, automatically.
Recall patients that cancelled and didn't rebook.
Notify or recall patients who Did not arrive to an appointment.
Request feedback after an appointment.
Onboard new patients with a welcome email and intake forms.
Follow up with a patient after an appointment to see how they are.
Send aftercare advice when a patient attends a particular appointment type.
Send appointment confirmations or reminders (to replace your Cliniko emails with on-brand, upgraded emails).
Send instructions on how to use a product a patient has just purchased.
Non-marketing announcements such as price increases, practitioner taking unexpected leave etc.

The easiest place to start is with a step-by-step tutorial specific to one of the examples above. Head over to the tutorials section and pick a tutorial to get started with 💪

Find a tutorial

Save time with templates

Peptalkr comes with a number of stunning, professionally designed email templates specifically for health clinics that use Cliniko. You can start with one of these or create your own. Every email is 100% customisable thanks to our drag & drop builder.

How to use a template

How to set up a transactional email

These three guides walk you through the essential steps of sending any transactional email.

Our specific tutorials cover these steps, but if you just want a general understanding you can check out these:

💌 Step One: Create the email

Tutorial: Create the email

⚡️Step Two: Connect a trigger

Tutorial: Connect a trigger

✅ Test and turn on your trigger

Checklist: Turn on a trigger

🙋🏻‍♀️ FAQs

What are transactional emails?

Transactional emails the most used part of Peptalkr.

They are deeply integrated with your Cliniko database, enabling you to send email specific to particular appointments, invoices and even medical alerts.

Are these non-marketing emails?

Transactional emails are "traditionally" non-marketing. However, in Peptalkr - Transactional simply means "powered by specific Cliniko activity". You can send marketing or non-marketing email with Peptalkr transactional emails - it all comes down to how you want them to send.

If you are sending an email that is specific to an appointment or invoice line item, or the timing needs to be based o specific appointment activity - you should use a Transactional email.

If you are sending a Transactional email as a marketing email - you must add an unsubscribe link to your email and select 'marketing' while creating your trigger. Failure to do this will breach privacy laws so be mindful.

Marketing blasts (one off emails) should ALWAYS be sent with a Campaign, not a Transactional email.

How do they send?

Transactional emails send when specific events occur in Cliniko such as:

Appointments being booked, attended, cancelled or marked DNA
Invoices being created or marked paid
Medical alerts being added to patient files

You'll use Triggers to determine which events do what.

Who receives them?

You have control around who, how and when these emails are sent thanks to Filters.

Filters allow you to select any combination of:

Appointment types
Appointment categories
Appointment count
Whether the patient has another appointment scheduled
Which practitioner they saw
Which business location they visited
Which tags they have in the file patient file (medical alerts)

You can also control the frequency they send.

What's the difference between Transactional email and Automated Journeys?

Transactional emails are powerfully connected to Cliniko appointments, patients and invoices. They can be marketing or non-marketing emails.

Whereas Automated Journeys are marketing only. They can send to Cliniko patients based on general information about them, rather than in reaction to appointment/invoice activity. They can also be used to send to other subscriber lists separate to your Cliniko database.

What do they look like?

They look awesome! Check out some examples here. And you have complete control over their design, content and branding thanks to our drag and drop email builder.