Messaging & reminders
Chat with clients, and send email and SMS reminders.
7 guides
- Message a clientStart a chat with a client in MyWellOps, send messages and images, and see when your messages have been read.In the app: Messaging
- Set up SMS appointment remindersTurn on SMS appointment reminders, choose when they go out, manage your prepaid SMS balance and see how clients opt out.In the app: Settings → SMS Reminders → Settings
- Set up email remindersMyWellOps emails clients 24 hours and 2 hours before a session. Edit the wording, turn either reminder off, and check that your clients will receive them.In the app: Settings → Email Template
- Get started with workflowsFind your workflows, switch them on or off, and see what they do today: they record what they would have done, but they don't send anything yet.In the app: Toolkit → Workflows
- Create or edit a workflowBuild a workflow from a trigger, optional conditions and a list of steps, then save it. Workflows record what they would do; they don't send anything yet.In the app: Toolkit → Workflows → New workflow
- Start a workflow from a templatePick one of the ready-made workflow templates, check each step against your own documents and messages, then save it and switch it on.In the app: Toolkit → Workflows → Browse templates
- Check workflow activitySee every time a workflow matched something in your practice, what it would have done, and whether it succeeded, was skipped or failed.In the app: Toolkit → Workflows → Activity log
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