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📩 How do I Create a Custom Follow-Up Email in Acuity (with Doctify Link)

Updated today

This guide shows you how to create or edit a follow-up email in Acuity Scheduling and add a custom Doctify review link to encourage feedback from your patients.

👉 For more details on Acuity follow-up emails, you can also view their full guides here:

🔧 Step 1: Go to Follow-Up Email Settings

  1. Log in to your Acuity Scheduling account.

  2. From the sidebar, go to Email Settings.

  3. Select the Follow-ups tab.

✍️ Step 2: Create or Edit a Template

  • To create a new follow-up:

    • Click “Add a follow-up”.

    • Choose the appointment types it should apply to.

  • To edit an existing one:

    • Click the follow-up email in the list.

    • Make any needed changes.

🧠 Tip: You can set different follow-ups for different appointment types to tailor the message to the patient’s experience.

📝 Step 3: Write Your Email Content

  1. Use the rich-text editor to type your message.

  2. Personalise your email using variables like %FIRSTNAME% to address clients by name (see Customising Acuity emails).

  3. To insert your Doctify review link:

    • Highlight the text you want to hyperlink (e.g., "Leave a review").

    • Click the link icon in the toolbar.

    • Paste in your Doctify review link.

    • Click OK.

If you’re stuck with what to write, check out our Fun and Easy Templates article for message ideas that are friendly, effective, and on-brand.

💡 Example email:

Hi %FIRSTNAME%,

Thanks for visiting us! We’d love your feedback — it only takes a minute.

Thank you!

[Your Clinic Name]

⏰ Step 4: Set the Send Timing

  1. Choose when the email should be sent (e.g., 1 day after the appointment).

  2. Optional: Tick “Only send if the client has no upcoming appointments” to avoid asking for reviews from patients who are already returning soon.

📘 Acuity uses decimal timing:

  • 1 = 1 day

  • 0.5 = 12 hours

  • 0.25 = 6 hours

  • 0.0416 = 1 hour (because 1 ÷ 24 = 0.0416)

    🧠 Tip: Set the timing so that patients have time to reflect on their experience, but it’s still fresh in their minds.

✅ Step 5: Activate and Save

  1. Check that the relevant appointment types are listed under Active types.

  2. Click Save Settings.

If you have any questions, please do not hesitate to reach out to your Customer Success Manager.

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