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Appointment Reminders: Email / Text?

Appointment Reminders: Email / Text?

Postby BedfordAutoClinic » Tue Jul 18, 2017 4:49 am

Does this happen automatically? Is this something we need to configure?

I am not sure this is happening but only by our own fault of maybe not setting something up. Please advise if this happens automatically
or through a 3rd party like Bolt On or us just not setting something up.

Thank you
Bedford Auto Clinic
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Re: Appointment reminders email and text

Postby ricmorin » Tue Jul 18, 2017 5:10 am

Good morning.

Email reminders occur with the new scheduler if you have CRM. Setup is done through your CRM interface. Click on the Setup button and you'll get a window to set the parameters.

crmemail.png
 


Text reminders are done through Bolt-On's Propack software. Setup is done through the Message Manager program. Click on Settings>Automation and you'll get a window like this. Remember to assign only one computer to send texts, or you'll get multiple reminders.

textsetup.png
 
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Re: Appointment reminders email and text

Postby BedfordAutoClinic » Tue Jul 18, 2017 5:32 am

Good Morning to you all as well. Thank you for the information once again we appreciate it.

Thank you
Bedford Auto Clinic
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