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appointment reminders for clients

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  • Jeremiah

    Hi Josée,

    I understand that you have some questions regarding your client reminders, and I've provided my responses below:

    1. I was advised by my client that they receive a reminder of an appointment with me, but not who the appointment is for.

    You can update your text reminder messages so that your client will be informed as to who the appointment is for. To do this, you'll want to add the macro: {client_first_name} to the message so that the client who's scheduled for the appointment will have their name appear in the text reminder. 

    You can follow these steps to add the macro to your text reminder:

    1. Navigate to your Text page (My Account > Settings > Client Reminders > Text).

    2. Under the "Text Message" section, click Edit.

    3. In the "Message" text box, add the macro: {client_first_name} so that the client's name appears in the text message.

    4. Click Save in the upper right corner.

    Now your client's name will auto-populate where the macro: {client_first_name} appears in the text reminder. 

    2. I am also seeing people at 2 locations, the location is identified in my calendar, but not in the reminder message the client receives (text) I am not sure about the email.

    You can update your text reminder and email reminder messages with the office location by adding the macro: {practice_full_office_address}.

    You can follow these steps to update the email reminder:

    1. Navigate to your Email page (My Account > Settings > Client Reminders > Email).

    2. Under the "Email Message" section, click Edit.

    3. In the "Message" text box, add the macro: {practice_full_office_address} so that the office location appears in the email message.

    4. Click Save in the upper right corner.

    You'll want to complete the same steps for the text reminders so that your practice location also populates into the text appointment reminders. 

    3. I would like a message on the text that states that I cannot receive responses via texts/email.

    To do this, you'll want to navigate to your Client Reminders page (My Account > Settings > Client Reminders) and add a sentence at the bottom of the message which states that you won't receive responses.

    For detailed information on how to do this, please refer to this Help Center guide: How to set up appointment and time of scheduling reminders.

    If you have any additional questions regarding this, please reach out and let me know.

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