How to customize appointment confirmations and reminders


Reminders

You have the option to send up to 2 reminders. The first reminder can go out 1, 2, or 3 weeks before the appointment and the second reminder can go out 1, 2, or 3 days before the appointment. (The most common options are 1 week before and 1 day before).

To edit your reminder settings follow these steps

  1. Go to Setup
  2. Click on Reminders & confirmations.

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  3. Click on the Reminders tab

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Reminders will be sent by email or by text message (depending on the client’s preference as indicated on their client file).

 

Notes:

Text reminders are only available on our Standard and Premium plans for our customers in Canada and the United States.

 

If you schedule an appointment for the same day or the following day, the client will not receive a reminder because the reminders for appointments on those days have already been sent. The client will, however, receive an appointment confirmation email. This will also automatically mark their appointment as "confirmed."


Confirmations

The confirmation is sent as soon as the appointment is booked. The confirmation is always sent by email and includes a link to allow your clients to add the appointment to their personal calendar. 

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You can also choose to include a custom message in your confirmation email. This is helpful for things like directions or things you'd like the client to do to prepare for their appointment.

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