Automatic Appointment Reminders

📣 Automatic Appointment Reminders Overview

The system allows you to send automated reminders for appointments via Email and SMS Text. These reminders help reduce no-shows and keep contacts informed of upcoming events.

• Email reminders are sent using your configured templates.

• SMS reminders use credits from your SMS Text account.

🛠️ How to Enable or Disable Reminders

✅ To Switch ON Automatic Reminders:

Go to: File → Configuration → Site/Branch → Appointments → Automatically Send Reminders X Hours Before Appointment

• Change the value from 0 to the number of hours before the appointment you want reminders to be sent (e.g. 24 for one day prior).

❌ To Switch OFF Automatic Reminders:

Use the same path as above and set the value back to 0.

✍️ Customizing Reminder Messages

You can tailor the reminder content for each Appointment Type:

Go to: File → Configuration → Appointments → Types

• Use the Email Reminder Template and SMS Reminder Template fields to customize the message.

• This allows you to personalize reminders for different appointment types (e.g. viewings vs inspections).

📌 Appointment Type Settings

For each Appointment Type, you can choose whether reminders should be sent:

• Send Email Reminder ✅/❌

• Send SMS Reminder ✅/❌

This gives you control over which types of appointments trigger reminders. For example:

• ✅ Viewings, Valuations, Inspections

• ❌ Internal Meetings

👨‍💼 Branch Manager Setup

Branch Managers will see configuration screens that make it easy to activate or adjust reminder settings. These can be changed at any time via System Configuration.