TrackStat

Build a visit-count drip using the Last Visit Date checked-in filter plus Total Visits Per Case as a secondary filter

How do we set up a drip campaign based on visit count?

Send post-visit follow-up texts using an after check-in appointment reminder or a last checked in visit drip, 1-2 hours later or next day

How can I customize and personalize post-appointment messages?

Set the delay for missed appointment texts and use the Has Future Appointment filter so checked-in patients don't get no-show messages

How do missed appointment notifications work and how are they customized?

Build automated text and email drips for birthdays, missed appointments and reactivation, with filters, goals and fixes for duplicate sends

Drip Campaigns – Setup, Customization, and Best Practices

Automated drip campaigns for birthdays, Google review requests, reactivation, missed appointments and new patient check-ins

How do I send automated birthday wishes, review requests and check-ins?

Drip Campaigns

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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