Automatic messages
Every automatic WhatsApp message Clinic24x7 can send, when it goes out, and how to switch it on and tune it.
Each automatic message has its own section in Clinic Settings → Preferences, with an on/off switch and its timing. Change them any time. Changes apply to messages not yet sent.
All of them follow the rules in How patient messages work: your clinic's WhatsApp switch must be on and the patient must not have withdrawn consent.
At a glance
| Message | Sent when | How often | Setting |
|---|---|---|---|
| Appointment reminder | A set number of hours before an appointment | Once per appointment | Reminder lead time (hours), Enable appointment reminders |
| No-show follow-up | Shortly after an appointment is marked No Show | Once per no-show | Enable no-show follow-up |
| Review request | A set time after a completed appointment | Once per completed appointment | Review request delay (minutes after visit), Enable review requests, your Google review link |
| Treatment plan follow-up | A set number of days after a plan is proposed and still undecided | Once per plan | Follow up after proposal (days), Send treatment plan follow-up |
| Recall | A set number of days after the last visit, while plan items are still pending | Once per pending plan item | Recall delay (days after last visit), Enable recall sweep |
| Unfinished treatment reminder | A multi-sitting treatment (RCT, crown, denture…) is in progress and no next visit is booked | Once per treatment | Remind after (days since last sitting) |
| Payment reminder | A set number of days after an invoice's due date, while unpaid | Once per overdue invoice | Days after due date, Enable payment reminders |
| Patient reactivation | A patient hasn't visited for the set number of months | Can repeat over the years, spaced out | Reactivation threshold (months inactive) |
| Birthday wishes | On the patient's birthday | Once a year | Enable birthday outreach |
Appointment reminders
Sends a WhatsApp reminder ahead of each appointment. Reminder lead time (hours): 24 means the day
before at about the same time. Cancelled appointments get no reminder. A rescheduled one is reminded at its
new time.
No-show follow-up
"Sends a WhatsApp rebooking nudge to a patient shortly after their appointment is marked as a no-show." It only goes out if you actually mark the appointment No Show, so mark no-shows promptly.
Review requests
Asks the patient to review you on Google after a completed visit.
- Google review link (Clinic Settings → Reviews): required. "It won't go out for this clinic until a link is set here." Get it from your Google Business Profile → Ask for reviews.
- Review request delay (minutes after visit):
60= 1 hour,1440= 1 day. Minimum 1 minute. - "Sent once per completed appointment … not a repeating reminder."
Treatment plan follow-up
For a plan that was proposed but not yet accepted or declined, sends one follow-up after the set number of days. Where your template supports it, the message includes a private link to the plan (prices, visits and what each treatment does, in English, Hindi or Marathi) so the patient can decide at home. See Treatment plans.
Recall
"Sends a one-time WhatsApp recall to a patient who still has pending treatment plan items, a fixed number of days after their last completed visit." Sent once per pending item.
Unfinished treatment reminder
When a multi-sitting treatment is still in progress and the patient has no next visit booked after the set number of days, sends one reminder. The mobile app's Half-done treatments screen lists these patients, marks "Automatic WhatsApp reminder sent", and offers Book next sitting.
Payment reminders
"Sends a one-time WhatsApp reminder for an overdue invoice, a fixed number of days after its due date." Only invoices with a due date can become overdue.
Patient reactivation
Invites back patients who haven't visited for the set number of months. Unlike the others, the same patient can get this more than once over their lifetime, spaced by the threshold.
Birthday wishes
A greeting on the patient's birthday, once a year. Only for patients with a date of birth on file (not just an age).
Checking what was sent
- Each patient's Patient history → Messages shows what they received.
- WhatsApp → Usage & Stats shows totals and delivery for the period.
Last updated 2026-10-29