Editing Reminder Settings for Individual Clients

The appointment reminder settings for new clients are based on your default account settings (To view or edit default settings go to Setup > Configuration > Reminders). You can override these settings for individuals clients as needed to either turn automatic appointment remidners off or to change the template or sending period for automatic remidners specific to the client. Here's how you do it:

 

Turning Appointment Reminders On or Off for an Individual Client

  1. Access the client's record (use the main search function)
  2. Under the Profile menu access 'Appointment Reminders'
  3. Tick or untick "Automatically send Appointment reminders" as required.
  4. Click Save.

 

Changing the Appointment Reminder Timing or Template for an Individual Client

  1. Access the client's record (use the main search function)
  2. Under the Profile menu access 'Appointment Reminders'
  3. Alter the template and number of sending days prior to the appointment as desired
  4. Click Save.