Automated campaigns are the set-and-forget feature in your Clinic App. You switch them on once and they keep working quietly in the background for every patient, with no effort from your team. This article covers what's actually available: the automated recall ladder for lapsing patients, and the birthday push.
Where to find them
Go to the Campaigns page and switch to the Automated campaigns section (the page opens on Push campaigns by default; there's a full-width bar at the top to switch between the two).
All automated campaign copy is deliberately compliance-safe by design — it never names a specific treatment or price in the push text itself.
The recall ladder
This nudges a lapsing patient with increasingly direct messages the longer they've been quiet, so the most disengaged patients get the most direct nudge. A patient who already has a future booking is automatically skipped — there's no point nudging someone who's already coming in.
Birthday push
A simple on/off toggle that sends a birthday message to each patient automatically. You can edit the title and body wording yourself; leave it switched on and it fires every year with no further effort.
Appointment reminders
A day-before appointment reminder is separate to the two above, and is on by default — nothing to set up.
Why automated campaigns work
The reason automated campaigns get better engagement than a one-off broadcast comes down to relevance and consistency. A birthday message lands on the patient's actual birthday. A recall nudge reaches someone right as they're going quiet. From an operations standpoint, the set-and-forget nature means you don't need to remember to run anything — it keeps working even during your busiest weeks.