Configure automated messages that fire the moment a client is added to or moves between categories — ensuring every client milestone is acknowledged in a timely, personal way.
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Trigger Targeted Notifications When Clients Change Category
Configure automated messages that fire the moment a client is added to or moves between categories — ensuring every client milestone is acknowledged in a timely, personal way.
Client category notifications send targeted messages to a defined group of clients — a category such as members or a treatment group — automatically. ClinicSoftware.com lets you notify a whole category at once, so the right clients hear about relevant offers, changes or recall.
What are client category notifications?
They are messages sent to a defined client category, such as members or clients of a particular treatment, in one action. ClinicSoftware.com targets the category automatically.
Why notify by category?
Sending to a category means only relevant clients get a message — a treatment update reaches only those clients — which keeps communication useful rather than blanket.
Frequently Asked Questions
What are client category notifications?
Messages sent to a defined client category in one action. ClinicSoftware.com targets the category automatically.
Why notify by category?
Only relevant clients get the message, keeping communication useful rather than blanket.
Can it be automated?
Yes. Category notifications can be triggered on rules as well as sent manually.
Which channels are used?
Email and SMS, depending on the notification.
How It Works in ClinicSoftware
01
Define or choose a client category
02
Write the notification
03
Send it to the whole category
04
Track who received and responded
Client Category Notifications use category changes as automation triggers. When a client earns VIP status they immediately receive a tailored welcome message. When a client is flagged At Risk a targeted win-back offer is dispatched. When a brand new client completes their very first treatment a personalised thank-you sequence begins. All of this happens automatically, with no manual intervention, ensuring consistent and timely communication at every meaningful milestone in the client relationship.
How It Works
01
Navigate to Settings then Client Categories and select the category you want to configure.
02
Open the Notifications tab and choose the event that triggers the notification: category added, category changed, or scheduled follow-up.
03
Select the delivery channel — SMS, email, or push notification — and choose or build the message template.
04
Set a delivery delay if appropriate — for example, send a VIP welcome 24 hours after the category is assigned rather than instantly.
05
Activate the rule — it fires silently and automatically for every client who meets the trigger condition from this point on.
