Follow-up emails.
The emails your team sends again and again, written once — filled from the record, previewed, sent.
Live simulation · What your team sees
Every client, lead and number shown is illustrative.
Prospective patients › Sam Ortiz
Follow up
Appointment reminder
Hi Sam — see you Thursday, Oct 9 at 10:00
Before your visit
- •Bring a list of current medications
- •Arrive 10 minutes early to check in
- •Questions? Reply to this email
How it works.
Write the template
"Hi {{firstName}}, a reminder about {{apptDate}}…" — once.
Pick it on a row
It fills from that record and shows the email exactly as it'll arrive.
Send and log
It's sent in your name, logged as a comment, and the follow-up date is stamped.
What you get
- Fills names and dates from the row
- Signed with the sender's own name
- Logged on the record, with a "last follow-up" date
More in running the work.
All features →Tasks
Every task across every client: numbers you can click, charts that filter, time and cost on every row, and four ways to look at it.
Task page
Any ClickUp record in full — every field editable, linked records clickable, without opening ClickUp.
Planner
Each person's day hour by hour: meetings from the calendar, tasks fitted into the gaps, biggest clients first.