Allow custom template to Portal registration email
Could you make it possible to customise the email that is sent when you click on the client screen to send a Registration link for online appointments.
We would like to use this as a welcome email which includes the link for online bookings along with other information.
Example below
Subject: Welcome to (Company Name)
Dear X
Thank you for choosing (Compnay Name) to assist you in your recovery.
We hope you have been happy with our service today. We would welcome feedback on your first impressions. Please click on this link at any time to send us your thoughts. LINK
Bookings
For your convenience we have online booking available through our website. You can make appointments at any time through the booking portal but will need to call us should you need to cancel.
etc etc
Thank you for your Suggestion.
The Portal Registration Email function is not intended as a general Client Email as there are other options for that purpose.
You can have a custom ‘Client Appointment’ Email Template to send the information described via the right click menu on the appointment or via the Client’s email in the Client Details screen.
If you require assistance in this area, please contact the Support team.
Regards
Nikki