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  • How to automate email reminders for Practice Better clients with upcoming consultations and unpaid invoices?
Question

How to automate email reminders for Practice Better clients with upcoming consultations and unpaid invoices?

  • 27 November 2023
  • 4 replies
  • 25 views
I

Is there a way to have Zapier automated to:

 

  1. Check Practice Better for clients who:
    1. Have a consultation in 2 days and have not completed their questionnaires/forms → Then to trigger an email reminder from Gmail to the client to remind them. 
    2. Have a consultation in 2 days and have not paid their invoice
      → Then to trigger an email reminder from Gmail to the client to remind them. 

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @IBSandSIBOClinics 

Good question.

You may have to use another app to log and track the data.

Check out Airtable.

Airtable has Views, which are segments of data in a Table. (sort, filter, etc.)

When records enter Views those can trigger Airtable Automations/Zaps.

 

Check out the available Better Practice Zap triggers/actions:

https://zapier.com/apps/practice-better/integrations#triggers-and-actions

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
I

Hi @Troy Tessalone 

Thank you for the suggestion. 

Can you elaborate? How does Airtable figure out if a form/invoice hasn’t been completed 2 days before a booking? 

Troy Tessalone
Userlevel 7
Badge +14

@IBSandSIBOClinics 

You would either manually update the record in a status field or you may be able to configure an automation to find/update the record status field.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
shalgrim
Userlevel 6
Badge +8

I can imagine a Zap system something like this

  1. Zap 1: Completed Booking in Practice Better → Event in Google Calendar
  2. Zap 2: Two Days before Event Start in Google Calendar → Check for forms being completed

But I’m not sure how that last part would work in your setup

 

How does Airtable figure out if a form/invoice hasn’t been completed 2 days before a booking? 

 

How does a human do it now? Where are the forms/invoices? What is different about those forms/invoices when they’re incomplete vs complete? I’m trying to get an understanding of what systems we have to work with.

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