Articles on: Letters & Documents

How do you create a triggered document?

Firstly, let's explain what a Triggered Document is.

A triggered document would be something like an Appointment Letter which always printed every time you create or book an appointment. It's not sent or saved automatically, you would need to confirm the details and save the document, and then either print or email it out.

Any document can be triggered but the only "trigger event" that is supported is "New Appointment". In essence, when the trigger event occurs (i.e. you create any new appointments manually) the document will open so that you can print/send it.

It's only possible to trigger one document from your list of document templates for all appointment types

To set up triggers on documents, go to Settings -> Docs, select the letter that you would like to be triggered and then click on the Show Advanced options link:

When you do this you will be able to select the New Appointment trigger event from the dropdown:

If you set up a trigger in this way every time you create a new appointment this document will open for you to email/print.

If you have different information which needs to be sent out for different appointment types, and different document templates for this, you might not want to set up a triggered document. You can simply go to Create -> Document after booking an appointment, choose the relevant one and send it to your client.

To automate some of the process, you might also like to look at sending automated communications via email out for different appointment types:

Updated on: 30/08/2022

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