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Choosing How Far in Advance Email and Text Reminders Send

Rachel W.
  • Updated

By default, email reminders send 24 hours before an appointment and text reminders send 2 hours before an appointment. 

To choose how far in advance you'd like yours to send, navigate to your:

  1. Business profile.
  2. Select Settings.
  3. Select Outgoing Messages.
  4. Select Client Messages.
  5. Select the settings icon next to Appointment Reminders.
  6. Enter an amount for each reminder.
  7. Select Save to apply the changes.

Requirements:

  • The number of set hours must be greater than 0 and less than 49.
  • In order for an email reminder to send, the client must have a valid email address on file, and the appointment must be scheduled outside of the set time frame. 
  • In order for a text message reminder to send, the client must have a valid cell phone on file, the phone type within the 'Client Details' section must be marked as a cell, and the appointment must be scheduled outside of the set time frame.

Note:

  • The Client Intake Form will send at the same time as the Appointment Reminder Email. Changing when the reminder email sends will also change when the Intake Form sends. 
  • If you upgrade your plan from the Transition Plan to the Simplify or Amplify Plans, you will need to enable appointment reminder alerts for all appointments currently on the schedule (these alerts will automatically be enabled for any new appointments added to the schedule). To do so:
    1. Select Settings.
    2. Select Outgoing Messages.
    3. Select Clients Messages.
    4. Deselect the checkboxes for email beside Appointment Reminder.
    5. Deselect the checkboxes for text beside Appointment Reminder.
    6. Re-select the checkboxes for email beside Appointment Reminder.
    7. In the modal that pops up, select "Change these notifications for existing AND future appointments".
    8. Select Apply.
    9. Re-select the checkboxes for text beside Appointment Reminder.
    10. In the modal that pops up, select "Change these notifications for existing AND future appointments".
    11. Select Apply.