To create a Pre-Treatment Instruction

  1. Go to Settings. (Click the gear icon on the top right of your screen)
  2. Click on Manage you clinics
  3. Choose pre treatment Instructions
  4. Click Create Pre Treatment Instruction button 
  5. Enter a Title and Description.
  6. Click Save.

Next, go to Pre Treatment Email tab
Customize the email by using the variables on the right. Below is an example of wording to use:


Please read over the treatment instructions for your appointment on {{APPOINTMENTDATETIME}}. 




Once complete, hit save and go to appointments, services, click on a service and add in the appropriate instruction. 

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