Set up a new patient welcome

Welcome each new patient automatically and explain what to expect at their first visit.

Table of Contents

Create a workflow with a new patient as the trigger.
Send an email with what to expect, where to go and any forms.
Add a later message, such as how to find you.
Test, then click Publish.

Keep it warm and short. Avoid repeating your booking confirmation.

Up next

Next, read Follow up a patient's first treatment.