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Select which appointments should send reminders
Select which appointments should send reminders

Select which appointment types should send reminders!

Emily avatar
Written by Emily
Updated over a week ago

If you're using email or SMS reminders, you can specify which appointment types should actually send those out! 

There are going to be a few steps to this—you'll have to first create reminder templates, and then you'll want to link those to your appointment types. We have some information on how to set those up here:

Once you've got your templates set up, it's onto the next steps!

Select which appointments should send reminders

Head to Settings, and then Appointment types:

Select the appointment type you want to work with, and from this page, you can select the template to use for both the reminder emails and the reminder SMS messages:

If you don't wish to send a reminder for this appointment type, simply select "None".

If you don't see a template that you want to link, it means that the template may not be created yet. Head over here to learn how to set up SMS reminder templates, and check this out to learn how to create email reminder templates!

Finally, be sure to save your settings!

The reminder settings are global, so if an appointment type does not have an associated reminder template, it means no patients that are booked into it will receive a reminder of that type, even if your default settings say that reminders should be sent.

You can always verify whether a reminder has been sent or not by checking the appointment! There will be a little green tick mark to let you know that a reminder has gone out:

You can also see a running list of every message that has ever been sent in the communications log.

You can also specify which appointments should send confirmation emails—head over here to learn how to do that!

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