Send and receive emails directly within the platform. Every message threads against the client record, giving you a complete communication history with no switching between apps. Automate follow-ups, appointment confirmations, and marketing emails from the same place.
How It Works
01
Connect your clinic email address inside Settings → Integrations
02
Send an email directly from any client profile with one click
03
Incoming replies auto-thread against the correct client record
04
Set automated email triggers for bookings, reminders, and post-visit follow-ups
Key Features
Inbox Inside CRM
Auto-Thread to Records
Email Templates
Bulk Campaigns
Open Rate Tracking
Automated Follow-Ups
Attachment Support
Read Receipts
Pro Tips
Build a library of email templates for your 10 most common client communications
Use the communication log as evidence of client consent and contact for GDPR compliance
Set up an automated 24-hour post-appointment follow-up to gather reviews