Overview
This guide will walk you through setting up a Location-Specific Email Template in ChiroHD.
Please note that only System Level Email Templates can be attached to Triggers or sent as a New Patient Email. If you need a system-level template, navigate back to the System Level before proceeding. Before making any changes, triple-check that you are in the correct section to avoid issues.
1. Access Email Templates
Log into your ChiroHD account.
Click Settings.
Select Initial Setup.
Click Email Templates.
2. Create a Location Email Template
Click Create Location Email Template.
Use the template builder to design your email. If you need guidance, refer to the Email Templates Lesson in the System Setup Course.
3. Customize Your Email Template
Click the Subject field and enter your email subject line.
Use the Enter search term field to add dynamic fields if needed.
Edit the body of your email as required.
4. Save Your Work
Once your edits are complete, click Save to ensure all changes are retained.
For further assistance, contact [email protected].