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Leaderboard · Dental & medical clinics

New patient welcome packet emailed before the first appointment

10

Rank 10 of 10 in Dental & medical clinics

A play by Marky team

When someone books a first appointment online, trigger an automatic email that includes your intake forms as a link, parking or transit directions, and what to bring, such as insurance cards and a list of current medications. Send it immediately after booking, not the day before.

Why it works: Patients who know what to expect and arrive with paperwork already done keep the schedule on time for everyone that day.

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We send a one-time link. No password, no account to manage.