HaltH sends your clients a few messages around each booking and payment. This guide lists what goes out, when it's sent, and which ones you can switch on or off.
Message | When it's sent | How |
|---|---|---|
Booking confirmation | When the client makes a booking | |
Booking reminder | 24 hours before the appointment | |
Booking cancellation | When a booking is cancelled | |
HaltH Wallet invite | 24 hours before the appointment, if auto-invite is on and the client doesn't have a HaltH Wallet yet | Email and SMS |
Confirmation code | Straight away, when checkout needs the client to confirm a payment or claim | SMS |
Receipt | After a payment is completed | Digital receipt |
Refund receipt | After a payment is refunded | Email and SMS |
These three emails are controlled by one setting. To check it:
Select Bookings in the menu on the left, then Settings (top right).
Open Notifications.
Turn Booking notifications for clients on or off, then select Save.
When it's on, clients get an email to confirm a HaltH booking, a reminder 24 hours before the appointment, and an email if the booking is cancelled.
The same section has Booking notifications for providers. Turn it on to email your providers when a client creates or cancels a booking.
Tip: if your practice software already sends confirmations and reminders, leave client notifications off so clients don't get two of each.
With auto-invite on, HaltH sends an email and an SMS 24 hours before the appointment, inviting the client to add their card and health fund to HaltH Wallet. Only clients who don't have a HaltH Wallet yet are invited. You manage this in Connections → Client invites. Invite clients to HaltH Wallet
Some payments need the client's OK. When that happens, checkout shows Confirmation code sent to client and HaltH texts a 4-digit code to the client's mobile straight away. Enter the code in checkout to finish. A code is needed:
for private health fund claims
for the first payment from a client
when the gap amount has changed from the original booking.
When a payment is completed, the client gets a digital receipt. If you refund a payment, the client gets an email and SMS to let them know.
Select Clients and open the client's profile.
Select the Notifications tab.
You'll see each message with its type, recipient and sent date. Use the All communications filter to show one type, such as Booking reminder 24h or Client invite link.
Yes. Clients with a HaltH Wallet can manage their own notification preferences in their account, including booking confirmations, reminders and receipts.
Invite clients to HaltH Wallet
Turn on auto-invite or share a join link so clients set up HaltH Wallet before they arrive.
