When sending out automated or manual communications to your patients, you may want to include additional information about your business. For example, directions to your office, parking details, the name of the adorable therapy dog in the lobby, or any information you may want to relay to your patients.
In this article we'll cover:
Adding additional information to your business details
In order to add the additional information details to your business, head to Settings, and click on Business information:
Click the Edit information button on the business you wish to change:
From here, you can fill out your additional information details:
Some examples include where visitors should park, driving instructions, or any details that you'd like to add in your communications.
Once you've added your additional information, make sure to click Update business button at the bottom, and those details will be saved!
Adding the additional information placeholder to communications
After updating your business details, you can include your additional information automatically within your communication templates. This is done through content placeholders. These content placeholders essentially "pull" information into specific fields. They'll show up in various templates across Cliniko as text in brackets.
We will now add the additional information placeholder to your automated communications.
To do this, head to Settings, and then Appointment confirmations and/or Appointment reminders:
☝️Note: You'll need to update each template separately, so if you have reminders and confirmations that need additional information included, be sure to edit each template!
Select the template you want to edit:
On the next page, you'll want to use the BUSINESS drop-down:
Within that drop-down, you'll see the
Now that the placeholder has been added to your template, you can preview the new additional information placeholder by clicking View sample underneath the template.
An email preview will pop-up showing a rough example of where & how the additional information will appear within your communication:
Our support team will be available to answer any questions you have regarding additional information placeholders! So send us a note if anything comes up (just click the "chat bubble" in the lower right-hand corner!). 💬