Email templates
Clients → Emails
A template is a reusable email you send to clients — pre-care instructions, a post-treatment check-in, an appointment note.
Create one
Give it a name, a subject, and a message. Choose a category so the list stays navigable: Pre-care, Post-care, Reminder, Confirmation, Notification, Marketing, or Other.
Variables
Templates support variables — placeholders like the client's name that fill in when the email is sent. The template card shows how many variables a template uses, and the subject field hints at the syntax as you type.
Send a test to yourself before you use a template for real. The test renders with sample values, so you see exactly what a client would.
Branding
Set your brand under Settings → Organization details.
Attachments
Up to 5 files, 10MB each — PDFs, images, documents.
Sending
Compose walks you through it: choose who you're emailing, then either use a template or write a custom email. You review the rendered result before it goes.
You can send to one client or to several at once, and schedule a send rather than firing immediately.
Sent emails lists what went out, so you can confirm delivery rather than assume it.
System emails
The System tab on Clients → Emails
These are the branded emails the app sends automatically — confirmations, reminders, receipts, and the rest. They're managed for you and already use your logo and colours.
Open any one to preview exactly what your clients receive. Each has editable copy slots — the specific lines you might want to word differently — while the structure, branding and data tokens stay intact.
Care guides
Clients → Care Guides
Care guides are your proprietary pre-care and post-care instructions: what to do before a peel, how to look after skin afterwards, when to call.
How they're shared
Each client gets their own unique link they can bookmark and re-read. Links carry a default expiry, set per guide.
Create one
Author it once and reuse it for every client receiving that treatment. Set a category — Pre-care, Post-care, or General — and publish it when it's ready. Drafts aren't sendable.
The list shows how many times each guide was sent this month and when it was last updated, so you can see which ones are actually earning their place.
Sending
Send from the guide itself, from a client's profile, or from the Send button in the top bar — the same picker that handles forms and emails.
Deleting
Which one to use
| You want to… | Use |
|---|---|
| Send a one-off message to a client | Email template, or compose custom |
| Give a client instructions they'll re-read | Care guide |
| Change what an automatic email says | System emails |
| Reach a whole segment at once | Campaign |