Set up a rebooking recall workflow

Remind patients who are due another treatment and haven't booked, on a schedule you choose.

Table of Contents

A recall brings back patients due another treatment.

Create a workflow, using On a schedule as the trigger, weekly for example.
Filter to those who had a given service in a set period, with no future booking.
Add an email or text with your booking link.
Test, then click Publish.

Match the timing to the treatment. Tell patients how to opt out.

Up next

Next, read Set up a review request workflow.