✨ When You Need This Guide
Want to make sure your patients confirm their appointments ahead of time? You can use Conditional Logic in Aloha to tailor your reminders based on whether a patient has already confirmed or not—making your reminders feel smart and personal.
Use this guide if:
You want to reduce no-shows by prompting unconfirmed patients to reply YES
You’d like to thank confirmed patients with a warm touchpoint
You're setting up automated reminder campaigns and want them to adjust based on appointment status
🛠️ Set Up Conditional Logic for Appointment Confirmation
Follow these steps to create personalized messages for both confirmed and unconfirmed patients:
1️⃣ Edit or Create Your Reminder Template
Go to Campaigns > Show Templates
Click on an existing template, or +Add Template to create a new one
Under Type, select Appointment Reminder
2️⃣ Add Conditional Logic Tags
Conditional Logic allows your message to adapt based on whether a patient has confirmed. Here's how to add those tags:
In the editor, place the content within the {CONTACT} and {/CONTACT} tags
Use the following confirmation logic:
{CONTACT}• ~Contact.FirstName~ on ~Appointment.Day~ ~Appointment.Date~ at ~Appointment.Time~ Confirmed Status: {IS_CONFIRMED}Thank you for confirming!{/IS_CONFIRMED} {NOT_CONFIRMED}Please reply YES to confirm.{/NOT_CONFIRMED} {/CONTACT}
✅ This ensures:
Confirmed patients receive a kind thank-you
Unconfirmed patients get a prompt to reply and confirm
3️⃣ Add the Template to an Appointment Campaign
Now that your template is ready, it’s time to use it in a campaign:
Go to Campaigns > Show Campaigns
Click the name of the campaign you want to add the step to
On the Edit Campaign page, click +Add Step
4️⃣ Configure the Campaign Step
Name the step something recognizable (e.g., “Confirmation Reminder - New Patients”)
Under Action, select Send a Text Message or Send an Email
A second dropdown will appear—select your newly created template
Choose timing under the “When” section:
Time (e.g., 30)
Unit (e.g., Minutes, Hours, Days)
Timing type (e.g., Before, After, Into Campaign)
📌 Example: “30 Minutes Into Campaign” sends the reminder 30 minutes after the campaign is triggered.
5. Click Save Campaign Step
Repeat the above to add additional steps as needed.
🎉 Your Campaign Is Now Smart and Active!
Your appointment campaign now uses real-time confirmation status to personalize each reminder. Patients get the right message, at the right time—with no manual follow-up needed.
💬 Need Help? We're Here!
Whether you’re setting up Conditional Logic for the first time or tweaking an existing campaign, our support team is here to help.
📧 Email: Support@reviewwave.com
📞 Call: 1-800-563-0469
We respond within 30 minutes during business hours—because your success matters.