The Point-of-Care platform automates emails to clients, to save providers time on back-office administrative tasks. This article walks through the types of emails available for providers to customize and automate.
Client Invite (Welcome Email)
Client books from your website or purchases package from your website (“Embeddable Appointment Created”)
Reactivation Emails (Practice Plus Plan & Above)
Within the POC, you have the ability to edit the email content that your clients will receive. This allows you to ensure that each email your client receives reflects your brand and business. Share important business information, provide additional resources, and help clients feel supported through your personalized email messages.
To get started with editing/customizing your email templates:
Within each email category (Client Invite, Appointment Confirmed, Appointment Reminder, etc) there may be several different emails to send. For example, in the “Appointment Reminder” category, you can customize a different email to send for EACH appointment type that you offer.
If there are multiple emails in a category, simply click the dropdown box to find the email that you would like to edit.
An important feature is the ability to PREVIEW the email templates that you’ve created. By clicking the “Preview” button on the top right, a box will appear displaying your email as your clients will view it. As mentioned earlier, if you have a logo uploaded for your business, then it will automatically display in the body of your email.
The POC will automatically send your clients notifications when you take certain actions on the platform so that clients know to log into the portal to take a particular action. These include:
Practitioner Support: Submit your questions through the form on the Support page HERE
POC Weekly Training: Join one of our weekly trainings to ask questions and work through settings. Link to upcoming events is also listed on the practitioner support page HERE
Metabolic Code® is a personalized health evaluation program that creates a precise plan of action for people to live and feel better.
Our cloud-based point-of-care system makes it easy to manage patient information, generate personalized wellness plans, and deliver health products right to your patient’s doorstep.
Experience what so many others have done to rapidly improve their health and vitality long-term. We have lifestyle programs created for people with all types of goals and dietary needs.