Whether you want to pause all messaging for a holiday, bad weather or just customize which doctor sends out review requests, ALOHA® gives you total control. This guide walks you through the two levels of settings: the "Master Switches" for your whole office and the individual toggles for each provider.
✨ When You Need This Guide
"How do I turn off all appointment reminders at once?"
"I want to pause my campaigns for a few days."
"How do I enable feedback requests for a new doctor?"
"One provider is showing up on the booking page but shouldn't be."
What This Covers (And What It Doesn't)
✅ Enabling or disabling global features (Reminders, Campaigns, Feedback).
✅ Managing specific settings for individual providers and staff.
✅ Scheduling a date for automations to automatically resume.
❌ Creating the content of the messages (see our Templates guide for that!).
Prerequisites/You'll Need
Administrator-level access in ALOHA.
✅ Step 1: Manage Global "Master Switches"
Before a provider can send a message, the feature must be turned on for the entire office. ALOHA makes it easy to manage these from one central hub.
Navigate to Automation: From the Gear Icon (⚙️) menu, click Automation.
Toggle Features: You can turn the following on or off for the whole practice:
Appointment Reminders
Campaigns
Feedback Requests
Reactivation Reminders
Pause & Resume: If you turn a feature off but want it to turn back on automatically (like after a vacation or bad weather day), Click the Enable On Calendar Icon and Schedule your desired resume date/time.
✅ Step 2: Customize Individual Provider Settings
Once your global settings are active, you can decide exactly which providers use those features.
Navigate to Users: From the Gear Icon (⚙️) menu, click Users.
Find the Provider: Locate the specific team member in the list.
Set Individual Settings: Use the toggles next to their name to turn Reminders, Campaigns, or Feedback on (checkmark) or off (X) for just that person.
*The login column determines whether that user can access ALOHA with their own credentials.
To enable Online Scheduling: Go to Scheduling > Settings > Set User/Provider Schedules.
Toggle on the Schedule column for patient-facing visibility (Web/App) and Provider Scheduling column for internal team visibility (Provider App/ALOHA Calendar).
Click the Three-Line Menu (≡) to choose which specific appointment types that provider offers.
💡 Common Scenarios
What You Might Notice | Why It's Happening | What to Do |
I turned on reminders for a provider, but their patients aren't getting them. | The Global Master Switch (Step 1) is likely turned OFF. | Go to Settings > Automation and ensure the feature is enabled for the office. |
A former provider still appears on the booking page. | Deactivating a user login doesn't remove them from the schedule. | Go to Set User/Provider Schedules and toggle their Schedule and Provider Scheduling switches to OFF (X). |
I want to stop one specific campaign. | You may only need to pause a specific campaign, not the whole feature. | Go to Campaigns > Show Campaigns and toggle off only the specific one you want to stop. |
🎉 You'll Know It's Working When
Your Global Automation page shows that the correct features are active.
Your online scheduling only displays the providers and services you’ve selected.
You've successfully enabled the specific tools each provider needs to manage their patients.
💬 Need Help? We're Here!
Need a hand fine-tuning your automation? Our support team is happy to help you get your settings just right! Call us: 800-563-0469 Email us: support@getaloha.com