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Setting up Appointment Reminders

Make sure that clients receive email and text notifications when they schedule an appointment.

Updated this week

Set Up Automatic Appointment Reminders

Controlling client communication preferences is done in two places:

  • Clinic settings: enables sending reminder emails and texts on a practice level

  • The client's profile: enables receiving reminder emails and texts on an individual level

Turning on SMS Messaging and Email in Clinic Settings

To activate the ability for your practice to send texts and emails to clients you'll need to access practice's clinic settings. To access your clinic settings:

  1. Navigate to Admin -> Client Communication -> Settings

  2. From here, you can Activate SMS and adjust the settings

Enabling Clients to Receive Texts and Emails

Once you've made sure that your clinic's settings allow you to send emails and texts to clients, you'll need to make sure each client can receive them.

Turning an Existing Client's Email and Text Notifications On or Off

To check whether or not a client is able to receive text or email notifications, you'll need to open their dashboard. To open a client's dashboard:

  1. Click 'Clients/Patients'

  2. Search for the client in the search bar on the left

  3. Click on their name. This will open their dashboard.

With their dashboard open, click 'Edit' at the top of the page.

Now that their information is open, you'll see the checkboxes for 'Email Notification On' and 'SMS Notification On.' If those boxes are checked, the client can receive text and email notifications. If they're not checked, the client has likely opted out and cannot receive text or email notifications.

With both checkboxes checked, the client can receive email and text notifications.

Turning On Email and Text Notifications When Creating a New Client

To create a new client:

  1. Click 'Clients/Patients'

  2. Click the 'Add New Client' button in the upper right corner of the screen. This will take you to the new client creation page.

The default state for receiving automatic texts and emails is set to 'on,' so you won't have to worry about remembering to activate it.

Be sure to let your clients know that they're set up to receive text and email reminders from your practice regarding upcoming appointments. If the client doesn't want to receive text and/or email reminders, un-check the appropriate box(es).

Opt-out and Opt-in of Texting

By industry standards, if a client replies to text messages with any of the following keywords, it will automatically opt clients out of SMS.

  • STOP, UNSUBSCRIBE, END, CANCEL, QUIT, STOPALL, ARRETT, ARRET, and ARRETE

Clients must resubscribe to receive text messages by replying with the following keywords.

  • START, YES, and UNSTOP

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