Set up monthly rebooking reminders
Remind patients each month to rebook, using a scheduled workflow and a filter on past visits.
Table of Contents
Create a workflow with On a schedule, monthly.
Filter to patients with no future booking, and a last visit before a given date.
Add an email with your booking link.
Test, then click Publish.
Exclude anyone contacted recently to avoid over-messaging.
Up next
Next, read Set up a birthday message.