Which texts and emails clients get, which alerts your team gets, and how to switch them on.
Before you start
NomadMD sends clients automatic messages about their visit, and alerts your team about new and changed visits. You'll need a marketplace admin role for client settings and an organization admin role for team settings.
What clients get
- A message when their request is received.
- A message when their visit is booked.
- A message when their visit is rescheduled.
- Their intake form link, if you use intake forms (see Intake Forms).
Texts are controlled under Twilio/SMS (see SMS). Emails need SendGrid connected (see Email).
Step 1: Choose which services notify
- In the side menu, under Global, select Marketplaces, open your marketplace, then the Integrations tab.
- On the Notifications card, select Configure.
- Select Add, pick the services that should send automatic client messages, then select Save.
Automatic request, booking and reschedule messages only go out for the services listed here. If none are listed, clients get no automatic messages.
Step 2: Team alerts
- Providers get alerts in the NomadMD app for new, updated and cancelled visits.
- To text them too: in Settings, select Edit on Organization Information and turn on Send text notifications to providers.
- To email clients a receipt after payment, turn on Automatically send receipts to customers in the same place.
Tips
- Test it: book a visit for yourself with a listed service and check your phone and inbox.
- Adding a new service? Remember to add it under Notifications too.
