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Scheduling client appointment reminders
Scheduling client appointment reminders

Schedule an SMS or email reminder for your client's appointment

Updated over a week ago

Schedule automated appointment reminders to be sent to your clients

This article includes:
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πŸ“ Before scheduling SMS or email reminders, you may want to:
Set up your SMS or Email appointment reminder templates
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πŸ’Ž By default the SMS Appointment Reminder to the client will show in the timezone of the practitioner. If you would prefer the time sent to be in the client's timezone, reach out to support via Live Chat or email us at support@coreplus.com.au and we can enable this feature for you.

πŸ’‘ Make sure to enable the Send appointment reminders in clients' timezone option in the interface settings so that the reminders state the appointment time in the client's timezone


Scheduling SMS reminders

To edit the default settings for SMS appointment reminders:
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​1. From the Calendar click the More option in the top right-hand corner then click Settings

2. Click the Defaults tab and then from here, you can choose the default setting for your SMS Reminders.
​3. Click Save Settings to save your actions
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πŸ’‘ Changing the default setting to Yes will only add SMS reminders to appointments created after the default SMS settings were changed.Β 

πŸ’‘ To add SMS reminders to appointments created before the SMS settings were changed enable the Master Setting for SMS in Interface Settings


Scheduling email reminders

To edit the default settings for Email appointment reminders:
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​1. From the Calendar click the More option in the top right-hand corner then click Settings

2. Click the Defaults tab and then from here, you can choose the default setting for your Email Reminders.

3. Click Save Settings to save your actions
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πŸ’‘ You can also adjust these settings on an individual basis from inside the Edit Appointment window (See screenshot below)


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πŸ“SMS a client

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