Messages and reminders

How first-appointment emails and forms are organized

Send one appointment confirmation and one consolidated form request for the relevant treatment category.

Step by step

1
Open Settings and review appointment confirmation and form-assignment rules.
2
Group required intake and consent content into the appropriate category workflow.
3
Assign the category workflow to the treatments that require it.
4
Use communication history after a test booking to confirm what was sent.

What should happen

A first appointment sends only the enabled confirmation and consolidated category-specific form email rather than several separate requests.