Location-specific Reminders
If you work from different physical locations or provide face-to-face and video/Telehealth services, it is possible to use the same reminder template to notify a client about the exact location of the session they have booked.
The following steps detail how to add a Location-type merge field to an appointment reminder template.
- Navigate to Settings → Configuration → Locations and make sure that your Location Names provide clear information. Create and name a Telehealth location if necessary.
- At Tools → Communication → Templates open the appointment reminder templates (SMS or Email) that you use.
- Click on the Available Merge Fields link at the bottom of the template, and copy the {AppointmentLocationName} merge field. You can use other Location-specific merge fields like {AppointmentLocationNotes} to provide more instructions to the clients.
- Paste the merge field(s) into the body of the template.
- Click Save Changes.
