Client Appointment Reminders

The first time you use the scheduler you will need to set it up if you wish to send email and/or SMS/Text notifications to your clients about appointments.  Please note that you will also need to have the client preferences set on the client file for notifications to go out to clients about appointments.  

After clicking on the Scheduler tab click on the Manage Notifications link in the bottom right hand side of the screen.

On the Notifications page you will be able to set up both email and SMS/Text notification preferences which will be used for appointment reminders that will be sent to clients who consent to receive them.  

To send email reminders click on the box for email notifications and set your general preferences including the information you would like the reminder to include.

If you plan on sending SMS/Text reminders (please note this is only available to users at the Tui level) click on the box for the SMS/Text Reminders and then set your general preferences including the information you would like the reminder to include.

When you have completed the process click SAVE.

Please note that only clients who have consented to receive email or SMS/Text reminders, and for whom that is designated within their file on the Provider Portal, will receive reminders.  Clients can receive either email, SMS/Text, or both depending on how the account is set up.