Notification Settings
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Veterian sends your clients automatic messages, such as appointment and vaccination reminders. This page shows where you control them.
Where to Find This Section
Section titled “Where to Find This Section”Clinic Admin → Message Templates. The page has three tabs: Notification Settings, Notification Templates and Broadcast Templates.
What Can Stop a Message
Section titled “What Can Stop a Message”A message reaches a client only if nothing has switched it off. Three places can:
| Level | Where it is set | What it controls |
|---|---|---|
| The clinic | Notification Settings tab | Which messages your clinic sends, and on which channels |
| The client | The client’s own record | Which channels that person accepts |
| The single record | The appointment or vaccination | Whether this one record sends a reminder |
The strictest setting wins. If a client has SMS switched off, turning on reminders for one appointment does not send them an SMS.
Choose Which Messages Your Clinic Sends
Section titled “Choose Which Messages Your Clinic Sends”The Notification Settings tab lists each automatic message with a short description and when it is sent. Each message has a switch for Email, SMS, Mobile App and WhatsApp. Turn on the channels you want and click Save Changes.
A switch that cannot be changed means that channel is not available for that message.
Change the Wording of a Message
Section titled “Change the Wording of a Message”The Notification Templates tab shows the text of each message. The texts you start with are Veterian’s defaults.
- Click Customize on the message.
- Edit the text and save.
Veterian checks every edited text before it is used. Until then the message shows In Veterian review, and your clients keep receiving the default text. You get a notification and an email when the check is done. If the text is not accepted, the message shows Rejected by Veterian and the default text stays in use.
A WhatsApp text must also be approved by WhatsApp before it is used.
To go back to Veterian’s text, click Reset to Default.
The Broadcast Templates tab holds the texts you use for broadcasts. See SMS and WhatsApp broadcasts.
Stop Messages to One Client
Section titled “Stop Messages to One Client”Every client record has one switch per channel, and all four are on on a new client.
When a client asks not to be messaged, switch off that channel on their record. Do not delete the record.
Turn Off the Reminder for One Record
Section titled “Turn Off the Reminder for One Record”- On an appointment, Enable sending reminders to the customer for the appointment. is on by default. If you turn it off, Veterian shows: Notification is turned off for this appointment. Your customer will not receive any notifications.
- On a vaccination, Send Reminders does the same.
Use this for a walk-in you record afterwards, or for a client you have already spoken to.
Actions That Send a Message
Section titled “Actions That Send a Message”Most actions send the client nothing. These do, and each is described on its own page:
- Appointment statuses: some status changes notify the client. Where an action sends nothing, the dialog says: Your customer will not receive any notifications for this action.
- Add a client: the mobile app invitation
- Record a vaccination: the overdue notice
- Write a prescription: sending the prescription to the client
Check What Was Sent
Section titled “Check What Was Sent”- A client’s record has a Notifications section that lists what they were sent.
- An invoice has its own list: All notifications sent to the customer for this invoice.
Check here before sending a message again.
Staff Notifications
Section titled “Staff Notifications”Each staff account has its own Email Notifications and SMS Notifications settings. These are messages to your team, not to clients. See Users and roles.