Aftercare advice and the post-treatment check-in

Two messages look after the patient once their treatment is done. Both are clinical care rather than marketing, so they send whether or not the patient has opted in to marketing.

Aftercare advice (just after the appointment)

Shortly after the appointment ends, the patient is emailed a Read button for each aftercare form linked to their treatment, so they know exactly how to look after the treated area.

This message only fires when the appointment is marked completed and the treatment (or its service category) has a published, unarchived aftercare form linked. No aftercare form linked means nothing is sent, so set your aftercare forms up per treatment first. It still works if you mark appointments completed in a batch at the end of the day, or even the next morning: the automatic send covers appointments that ended in the last 26 hours, or were marked completed in the last 26 hours, provided they ended within the last 30 days.

If a visit falls outside that automatic window, it is not picked up by the automatic send. The treatment's page under Settings > Treatments lists recent visits whose aftercare was missed, with an option to send the aftercare now.

Post-treatment check-in (about 48 hours later)

Around two days after the appointment, the patient gets a short "how are you getting on?" message, by email and by text where they have a phone number. It invites them to get in touch if anything is on their mind, which surfaces concerns early and shows the level of care patients remember.

The check-in only goes to appointments marked completed, and it looks for them in a window around the 48-hour mark (roughly 44 to 52 hours after the appointment time). Mark visits completed promptly so they can be picked up in that window. Delivery also depends on contact details, your messaging switches and the patient's automated-message preferences. A visit marked completed more than about two days after the appointment does not get a check-in.

Editing and switching off

Both live under Settings > Messaging in the Reminders and aftercare section. Edit the wording with placeholders, or untick Send automatically to switch either off. Aftercare is email only, because the advice sits behind a form link that belongs in an email.

Aftercare is sent at most once per treatment appointment. The check-in is sent at most once per visit, so a grouped visit with several treatments gets one check-in.