Once Reminders are set up, they will only apply to those Appointments or Jobs scheduled afterwards. However, you can go into previously scheduled events to turn the reminders on manually.
1. Click on Settings
2. Click on Reminders
3. Click on Enable Reminders
4. There are some pre-populated Reminders to get you started
5. There is a section for Appointment reminders...
6. ...and there is a section for Job reminders
7. You can choose to set up Email reminders...
8. ...and you can choose to set up SMS reminders
9. Click the pencil icon to edit the pre-populated reminders
Note: They are all Disabled to start. You will need to go through and Enable the ones you would like.
10. You can choose when to send the Reminder
11. You can edit the Reminder message
12. Be sure to toggle on Enable
13. Click on Save
14. Click on Ok to register the changes
🗨️ Adding Custom Reminders...
Note: You can only add one custom reminder per section.
15. Click on + add custom reminder in the section you would like to add a reminder in
16. Select the timeframe in which you would like the reminder to go out
Note: You can choose Weeks, Days, Hours, or Minutes.
17. Toggle on Enable
18. Edit the Message Template if desired
19. Click on Save
20. Click on Ok to register the changes
🗨️ Applying Reminders to Existing Appointments or Jobs...
21. Click on Appointments (or Jobs)…
22. Click on the existing appointment or job
23. Click on the pencil icon to edit
24. Toggle on Email under Reminders to send reminder Email communication
25. Toggle on SMS under Reminders to send reminder SMS communication
26. Click on Save to register the changes
