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🔁 How to Set Up Automated Reactivation Reminders

Easily bring back patients who haven’t visited in a while—automatically!

Kyle Davidson avatar
Written by Kyle Davidson
Updated over 2 weeks ago

✨ When You Need This Guide

If you're wondering how to:

  • Set up automated reactivations for inactive patients

  • Send messages to patients who haven’t been in recently

  • Automatically remind patients to schedule again

  • Get patients back in the door without lifting a finger

…you’re in the right place. This guide walks you through setting up automated reminders so your system takes care of re-engaging inactive patients for you.

🔧 What You’ll Need First

Before you start:

  • Make sure you have access to the Automation page under your account settings

  • You must have Reactivation Templates created (or ready to edit)

📌 What This Covers

This guide will help you:

  • Set up automated reactivation reminders

  • Understand how to customize and limit these reminders

  • Know how to edit the message content

✅ Set Up Automated Reactivation Reminders

  1. Click the gear icon ⚙️
    Find this at the top-right of your account screen.

  2. Go to the "Automation" page
    This is where you’ll manage automated workflows, including Reactivation Reminders.

  3. Find the “Reactivation Reminders” section

    • This is where you’ll configure when and how reminders go out.

    • You can set limits on how often messages send and how long a patient should be inactive before receiving one.

  4. Fill out the settings

    • Choose the time delay (e.g., 30, 60, or 90 days of inactivity)

    • Set any restrictions or frequency caps to avoid over-messaging

  5. Click “Save Reactivations” 💾
    Your settings won’t go into effect until you save them.
    ​

✏️ Customize the Message Content

Want to change what the reminder says?

  1. Click the gear icon ⚙️ again

  2. Go to Show Templates

  3. Find the Reactivation SMS or Email template

  4. Click in to edit the wording or tone

    • Make it friendly, personal, or branded to your practice

    • Just don’t forget to save your changes when done

💡 If Things Still Aren’t Working

Issue

What to Check

Messages aren’t sending

Make sure reactivations are turned ON and saved under the Automation tab

Wrong patients receiving reminders

Double-check your inactive patient criteria and limits

Message content is outdated

Edit templates under Show Templates

🎉 You'll Know It Worked When:

  • Patients who haven’t been in for a while start receiving reactivation messages

  • Your schedule shows returning patients booking appointments

  • You see reactivation messages under Sent Messages in the platform

💬 Need Help? We're Here!

If you have questions or your setup isn’t working as expected:

  • Message us directly through chat support

  • We typically respond within 30 minutes during business hours

  • For advanced setup help, contact your account manager

Related Resources:

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