Text/WhatsApp Message Templates.

Sending text/WhatsApp messages that are relatable, friendly and prompt will help you get the patient moving forward.


To get your new leads to commit to the next stage, you're going to need effective and persistent text and WhatsApp messages.

Messages that have questions:

  • Keep the conversation going.
  • Keep the lead moving towards your goal.

Sending messages from a mobile phone number (not your Patient Management software) tends to get great responses.

Here are some effective message templates to get you started. See how these messages ask questions of the patients? This helps with generating a faster and better response.

New Lead:

Hi {name}, just tried ringing you... I’m {your name} from {your practice name}. Just saw that you signed up to receive your Invisalign Open Day special offer. Do you have any questions or would you like to book in?

Hi {name}, just tried ringing you... it’s {your name} here from {your practice name}... Thanks for your enquiry about our Invisalign Open Day. When is a good time to talk?

Lead Chasers:

Hi {name}, just tried calling you again - regarding the Invisalign Open Day special offer you signed up for :) Could you let me know a good time to call to get you all booked in? Or text me back if that's easier! - {your name} from {your practice name}.

Hi {name}, would you still like to book in for your Invisalign Open Day special offer? - {your name} from {your practice name}.

Hi {name}, It would be great to confirm your Invisalign Open Day special offer you said you wanted, so I’m just checking you're still interested? Please let me know. - {your name} from {your practice name}.

Lead Final Attempt:

Hi {name}, I’ve tried contacting you a few times. Please let me know if you’d still like to book in for your Invisalign Open Day special offer. If not, let me know as I’d like to give your slot away to another patient. Thank you! - {your name} from {your practice name}.

These appointment confirmation messages help minimise FTAs and cancellations:

Open Day Appointment Confirmation*:

* Sending these from a mobile phone number (not Practice Management software) tends to elicit a greater response and helps preempt FTAs and cancellations.

Hi {name}, {your name} here from {your practice name}. Just wanted to confirm that we’ll see you for the Invisalign Open Day special offer at {time}? Please let me know.

Hi {name}, just tried calling you. I wanted to confirm if you’ll be coming to our practice to receive your Invisalign Open Day special offer this {day, date at time}? If not please let me know so I can give the offer and slot to another patient. Thanks. - {your name} from {your practice name}.

Follow Up After Consult:

Hi {name}. Just following up on our consultation earlier this week. Do you have any more questions about {treatment}? Are you interested in booking in to start treatment? Thanks. {your name}.

Hi {name}. Thank you for coming to your Invisalign consultation the other day. Do you have any further questions about treatment? If you're wanting to go ahead with treatment please let me know what days and times suit you and we can get you all booked in. Thanks. {your name}.

Hi {name}. Thank you for coming to your Invisalign consultation the other day, it was nice to meet you. Do you have any further questions about treatment? If you're wanting to go ahead with getting a digital treatment plan so you can see what is possible, please let me know what days and times suit you and we can get you all booked in. Thanks. {your name}.