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One delegate, six perfectly-timed messages

What a delegate experiences from booking to re-certification — written once, sent automatically forever.

sample delegate — message copy is the real Phase 1 template content
SM
Sarah Mitchell
Practice nurse
Earcare, Microsuction and Irrigation
Sunday 21 June 2026 · Milton Keynes · £690
1
Instantly Booking confirmation
To: sarah.mitchell@example-practice.nhs.uk
You're booked — Earcare, Microsuction and Irrigation, Sunday 21 June

Hi Sarah,

Thank you — your place is confirmed. Here's everything in one line:

  • Course: Earcare, Microsuction and Irrigation
  • Date: Sunday 21 June 2026, 9:00 start
  • Venue: Milton Keynes
  • Investment: £690

What happens next: your joining pack will land in your inbox later today with directions, parking and the full day plan. We'll also send a quick reminder two days before the course — so you can book this and forget about it.

Looking forward to seeing you there,
The Clearer Training team

2
Same day Joining pack
To: sarah.mitchell@example-practice.nhs.uk
Your joining pack — everything for Sunday 21 June

Hi Sarah,

Here's your joining pack for the Earcare, Microsuction and Irrigation course in Milton Keynes.

What to bring:

  • Photo ID and a pen — everything else is provided
  • Comfortable flat shoes (the afternoon is hands-on)
  • Any questions from your own practice — the trainer loves real cases

Getting there: free on-site parking at the venue — full directions are in the attached pack. Aim to arrive from 8:45 for a 9:00 start; tea and coffee will be waiting.

The day at a glance: morning theory covering anatomy, assessment and safe practice; we break for lunch at 12:45 (cafés within a short walk, or bring your own); the afternoon is hands-on practice — microsuction and irrigation under one-to-one supervision.

See you Sunday,
The Clearer Training team

📎 Joining-pack-Milton-Keynes.pdf
3
48 hours before SMS Course reminder
Hi Sarah — just a reminder that your Earcare, Microsuction and Irrigation course is this Sunday 21 June at Milton Keynes, 9:00 start. Your joining pack has directions and parking. Need to reschedule? Just reply to this message and we'll sort it. — Clearer Training
Sent 19 June 2026, 10:00 · reply-to-reschedule routes straight to the team inbox
4
Day after the course SMS Thank-you, certificate & review request
Email
To: sarah.mitchell@example-practice.nhs.uk
Your certificate is attached — how did we do?

Hi Sarah,

It was a pleasure training you yesterday — your certificate for Earcare, Microsuction and Irrigation is attached, ready for your CPD file.

One small favour: if the day was useful, a quick review helps other nurses and practitioners find the right training. It takes about a minute: [review link]

And if anything wasn't right, reply to this email and it comes straight to us.

Thank you again,
The Clearer Training team

📎 Certificate-Sarah-Mitchell.pdf
SMS
Hi Sarah — thanks for joining us yesterday! Your certificate is in your inbox. How did we do? A 60-second review would mean a lot: [review link] — Clearer Training
5
11 months after CPD-due recall
To: sarah.mitchell@example-practice.nhs.uk
Your certification anniversary is coming up, Sarah

Hi Sarah,

Hard to believe it's nearly a year since your Earcare, Microsuction and Irrigation course in Milton Keynes — your certification anniversary is 21 June 2027.

Refresher dates are now booking. The nearest upcoming options:

  • Harrogate — late May 2027
  • Belfast — early June 2027
  • Bristol — mid June 2027

Anniversary refreshers fill quickly because everyone certified around the same time is recalled at once — booking early gets you the venue you want.

Reserve your seat: [booking link]

The Clearer Training team

Refresher dates shown are illustrative — the live system pulls real upcoming courses from the booking calendar.
6
12 months after Re-book nudge + kit replenishment
To: sarah.mitchell@example-practice.nhs.uk
A year of earcare — time to refresh (and restock?)

Hi Sarah,

A year ago today you certified with us in Milton Keynes. If you haven't yet booked your refresher, places are still open at several venues — pick a date in two clicks: [booking link]

Running low on consumables? After a year in clinic, most practitioners are due a restock. Your starter kit supplies — specula, wax hooks, irrigation tips and more — are all available at Charles Medical, with 132 products across the earcare range.

Either way, thank you for a year of safe, confident earcare — and we hope to see you again soon.

The Clearer Training team

Every message above is triggered by booking data — zero manual sends.

Phase 1 wires this journey to the live booking system: one booking record drives the confirmation, joining pack, reminder, review request, recall and re-book nudge automatically, for every delegate, forever.