Recall is one of the highest-ROI tools in ClinicSoftware because it targets clients who already love your services and simply need a timely nudge to rebook. Configure recall rules per service: send a personalised re-engagement message a set number of weeks after a client's last appointment of that type. Each message includes a direct booking link. The recall dashboard tracks how many messages were sent, how many were opened, and how many resulted in a confirmed rebooking.
How It Works
01
Navigate to Marketing then Recall and click Create New Recall Rule.
02
Select the service or service category that triggers the recall.
03
Set the recall delay: the number of weeks after the client's last appointment of this type before the message fires.
04
Choose the delivery channel — SMS, email, or both — and write or select the recall message template.
05
Activate the rule — it runs continuously and fires automatically for every client who reaches the recall trigger date.
Key Features
Service-specific recall rules
Configurable delay in weeks
SMS and email delivery
Personalised message templates
Direct booking link inclusion
Recall sent and conversion tracking
Multi-service rule management
Pause and resume control
Pro Tips
Recall is your single highest-ROI retention tool — set up a rule for every service with a natural repeat cycle.
Write recall messages in the first person as if from the therapist personally — the conversion rate is noticeably higher.
A/B test recall timing by running the same message at 6 weeks and 8 weeks to find the optimal window for each service.
Review recall conversion rates monthly per service — they reveal which treatments have the most loyal client base.
Feature Illustration
Recall
Feature illustration