Caredove provides systems for automated appointment confirmation and reminder emails. This guide will explain how to preview these emails, customize their content, and ensure they work as intended without impacting client data.
Understanding Automated Emails in Caredove
Automated emails in Caredove include appointment confirmations and reminders that can be triggered upon booking. However, there is no central repository to view or preview all these emails directly in the platform.
Methods to Preview Automated Emails
If you need to see what your clients receive:
Submit a Test Booking: Use your email address to book an appointment for the desired service. This action triggers the automated confirmation/reminder email.
Review the Email: Check your inbox to view the email contents.
Unbook or Cancel: After reviewing, unbook or cancel the test appointment to free up the slot.
Mark It as Error: To prevent any data inaccuracies in reports, update the referral outcome to Entered in Error, or something similar.
Customization Options for Email Content
Caredove allows email content customization at different levels:
Calendar-Level Customization: You can customize the Header and Footer messages that apply to all services linked to a particular calendar.
Service-Level Customization: Individual services can have unique Email Highlight sections in their listings, which appear at the top of confirmation/reminder emails for that particular service.
These customization options help you tailor communication to better suit the needs of your organization and clients.
Safe Testing of Emails
To ensure email configurations are correct and functioning as expected:
Follow the steps outlined in the email preview section.
Mark referrals as “test” to avoid these affecting analytics or reporting.
Conclusion
While Caredove does not offer a centralized email preview feature, you can effectively review and test emails by simulating a client action (test booking). The platform also provides flexible options for customizing email content, enabling tailored communication. Use these methods to troubleshoot and refine your email setup for optimal client engagement.