Make your messages sound like your practice
Want your automatic messages to sound more like your practice? Start by finding the message you want to change. ClinicMonk™ calls the saved steps that send these messages workflows.
Find the right message
Open Automation.
Choose Workflows.
Find the process you want to change. You can use Search; Missed Call Text Back is the example below.
Click the screenshot to see it full size.
Edit your message
You can edit your automatic emails and text messages yourself, or if you need support, you can ask our team to help make the changes. You do not need approval from ClinicMonk™ Support to change the wording.
Open the workflow and click the SMS or Email step you want to change.
Update the wording to suit your practice. Keep the booking links and any fields that insert the contact’s or clinic’s details.
Save the message step, then save the workflow. Send a test to yourself and check the wording and links.
Edit the existing message step rather than creating a second active workflow, which could send duplicate messages. Copying a workflow also doesn’t guarantee that future ClinicMonk™ updates will leave it unchanged.
Need support?
Use the 24/7 chat widget in ClinicMonk™ for immediate help, or join office hours Monday to Friday at noon ET.
Visit the Support Dashboard to find the chat widget and office-hours details.