Before scheduling SMS or email reminders, you may want to:
📝 Set up your SMS or Email appointment reminder templates
Scheduling SMS reminders
1. To edit default settings for appointment reminders, navigate to Calendar from the Dashboard. From the calendar view, click the More option at top right-hand corner and then click Settings
2. Now choose the Defaults tab - from here, you can choose the default setting for SMS Reminder. Click Save Settings to save your actions
💡 Changing the default setting to ‘Yes’ will only add SMS reminders to appointments created after the default SMS settings were changed.
💡 To add SMS reminders to appointments created before the SMS settings were changed, we have to turn on the SMS reminder for each appointment individually (as shown below)
3. Navigate to the Calendar from the Dashboard and double click on an appointment to bring up the Edit Appointment page. From here, tick the check box next to ‘SMS reminder to client’ (under Reminders) to schedule an SMS reminder and then click Save
💡 Ticking the SMS reminder check-box also allows you to edit the number you want to send the reminder to
Scheduling email reminders
- Email reminders are scheduled through the same workflow as step 3 above. In the Edit Appointment page, tick the check box next to ‘Email reminder to client’ (under Reminders) to schedule an email reminder and then click Save
