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/guardian or a partner. 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. 

Hint 💡

If you haven't yet, add the Contact to the Client's profile in order to proceed.

To Send Appointment Reminders to a Client's contact: 

  1. Open the client's profile and go to the Contacts page.
  2. Edit the Contact (click on the contacts name).
  3. Toggle on Send reminders about all appointments for (Client Name).
  4. Adjust reminder settings if needed (Editing Reminders For Individual Clients).
  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 reminders.

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

Yes, definitely.

  1. In the "Mobile" field for the client (child) just leave this field blank.
  2. Leave the Appointment Reminder settings for the client on, however.
  3. Then set their Contact (the parent) to receive reminders as described above.
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