At Therasee, we understand the importance of controlling the notifications sent out to your clients. Our platform allows you to manage notifications at both a practice level and an action level, giving you full control over what gets sent and when.

First, it is important to review your notification settings at the practice level to understand the default setup. To review these settings, navigate to Settings from the sidebar, click Practice Settings from the menu, and select Notifications.

This page displays all automatic notifications sent by the platform to the client. Each notification specifies the mode (Email or SMS) in which they are sent, allowing you to control these preferences.

You can manage notifications related to appointments, including:

You can also adjust these settings while creating or modifying an appointment, as discussed below.

These settings remind clients about their appointments ahead of time. By default, there is one reminder added, but you can add a second reminder by clicking Add Reminder. If you prefer not to send reminders, untick both Email and SMS options next to Reminder 1.

Therasee allows for the automatic creation of invoices when an appointment is made. This setting determines whether a notification is sent to the client when an invoice is generated.

If you have the client portal enabled and use our internal messaging system, this setting controls whether clients receive notifications about messages sent through the system.

Action level notifications manage the notifications sent when performing specific actions such as creating or modifying appointments or creating invoices. These default to the practice level notification settings but can be customised by unticking the relevant checkboxes during the action.

You can also manually send notifications to your clients:

You can also control notifications sent to yourself, which is explained in a separate article.

For further assistance, feel free to contact Therasee support.