Practice sends a variety of transactional emails which are sent to clients as part of their engagement with your organization. These emails are sent automatically today and follow the standard template format. However, they can be branded to your domain + branding, reach out to your Practice point of contact to execute that!
List of transactional emails
- When a package purchased
- When an invoice is paid
- When an invoice is paid for a usage based package
- When package scheduling is ungated (unlocked)
- When the payment method on a payment fails
- When a package is paused
- When a package is resumed
- When a package quantity is modified
- When an invoice is unpaid
- When a new invoice is due to the client
- When an appointment is created or booked
- When an appointment is updated (rescheduled)
- When an appointment is cancelled
- When a reminder to an appointment goes out
- When a subscription package renews into the next cycle
- When a package is completed
- When a chat message is sent & unread
- When a contract is completed/signed
- When there is a to-do assigned
- When there is a to-do due in the upcoming week
- System email verification
- All smart actions