Appointment reminders to clients

Automatic reminders

1. 1

   Step 1: Write your reminder wording in Settings > Notifications > Reminder message to clients. Fields such as {first_name}, {date}, {time} and {practice} are filled in for each client.

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   Step 2: Open Calendar > Connections > Automatic reminders and tick Email reminders to clients automatically.

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   Step 3: Choose The day before, 2 hours before, or both. The panel says how many reminders are scheduled.

• It covers appointments booked in the app or synced from your calendar, for clients with an email address. Online bookings are reminded already.
• Only the next three days are sent to the reminder service: each appointment’s time, the client’s email and your reminder text, nothing else. They are removed once the appointment has started.
• It needs internet and a subscription, and is off until you turn it on.

Reminders sent from your own email

Open Calendar > Reminders…. Each of the day’s booked clients has a reminder already written. Open all reminders opens them in your email program, ready for you to press Send; for a client without an email address the text is copied, for a text message. The app sends nothing itself here.

By text message or WhatsApp

• Right-click a booking in Calendar and choose Text a reminder… or Send by WhatsApp…. Your own messaging app opens with the reminder written and the client’s number filled in; you press Send. Olive Grove sends nothing itself.
• The number comes from the client’s file. A number without a country code gets your practice country’s code; if none can be worked out, Olive Grove asks for it once.
• To have a Text or WhatsApp button on each line of Calendar > Reminders…, choose it in Settings > Notifications > Text reminders in the Reminders list.
• Each reminder you send this way, or by email, is recorded in the client’s activity.