Loading
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Confirm Appointments by Email

          Confirm Appointments by Email

          Provide patients with the most up-to-date information on appointments by sending emails when appointments are scheduled or canceled.

          1. Create an Email Template for Appointment Confirmations
            Provide consistent messaging when notifying patients about appointment confirmations. Use merge fields to include patient and appointment data.
          2. Create an Email Template for Appointment Cancellations
            Use a template for consistent messaging when notifying patients about appointment cancellations. Use merge fields to include patient and appointment data.
          3. Create Flows for Appointment Emails with Calendar Invites in Intelligent Appointment Management
            Create a record-triggered flow that automatically sends patients an email after their appointment is booked or canceled. Appointment confirmations include a calendar file (.ics). Enable email tracking to verify that appointment emails, which include personal health information about a patient, reach the intended recipient.
           
          Loading
          Salesforce Help | Article