Clinic Responsibilities
Email automation and campaigns can contact patients at scale. Before sending, clinics should confirm that the content, timing, audience, sender identity, consent, and patient preferences are appropriate.
Keep booking-platform credentials and account access controlled by authorised clinic staff.
Only send emails where the clinic has the right patient relationship, consent, preference setting, and clinical context to do so.
Use Campaigns only for recipients the clinic is permitted to contact, and review the audience and consent status before every send.
Only enable an automatic Calendly audience rule for event types whose booking forms clearly ask invitees for campaign email permission.
Review imported HTML, merge fields, test sends, and automation rules before enabling them.
Maintain accurate sender, reply-to, booking, website, phone, and clinic profile details.
Monitor scheduled messages and delivery events for skipped, failed, or cancelled sends.
Include unsubscribe or preference-management wording where a message is commercial or otherwise requires it.