Sending Reminders to Contacts

There might be circumstances where you want to send reminders for a client's appointments to more than just the client, such as to a parent or guardian. To cater to this need, appointment reminders can be sent to contacts for a client's appointment. Contacts are created for a client in the Contacts section of a client's record. 

To Send Appointment Reminders to a Client's contact: 

  1. Open the client's record and go to Profile > Contacts.
  2. Edit the contact (click on the contacts name).
  3. Tick Send reminders about all appointment for (Client Name).
  4. Adjust reminder settings if desired.
  5. Click Save.

If the client has automatic SMS or Email appointment reminders enabled the client's contact will now receive a duplicate of the appointment reminder.

What if the client is a child, and doesn't have a mobile, can the reminder just be sent to their parents?

Yes, definitely. In the "Mobile" field for the client (child) just leave this blank. Leave the Appointment Reminder settings for the client on though. Then set their contacts (parents) to receive reminders as described above.

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