Help Center
Automation
Automated emails, follow-ups, campaigns and notifications.
Set up email automations and campaigns
In ImmiPractice, a Business Admin opens Marketing Automations, connects the firm’s own mailbox under Email Setup and sends a test email. Once the test succeeds…
Read →Automatic follow-ups and reminders
ImmiPractice follows up automatically in five places: unsigned retainer agreements (reminders at the interval you choose, up to a maximum, then expiry), client…
Read →In-app notifications (the bell)
The bell in ImmiPractice’s top bar alerts you when a WhatsApp message arrives, a new lead comes in, a client signs an agreement, a client uploads a document, o…
Read →