Usage

What is the pricing for Appointment Reminder?

All current pricing is listed on the website.

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What countries does Appointment Reminder serve?

Currently, Appointment Reminder serves the United States and Canada. 

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How Do I Create a New Appointment Reminder?

In order to send timely reminders to your clients, your appointments have to be put on a schedule.

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How Do I Change an Appointment?

To change an appointment, you should delete the current appointment and create a new one at the correct date and time.

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How do I change my password?

Navigate to the Account tab.

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How do I know if my reminders have been sent?

Our system uses an easy to understand color coding system. All of the appointments on your calendar will be easy to identify based on their color. Here is an example of a calendar with different colored appointments:

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How Do I Move an Appointment Reminder

How to move an appointment? Simple! Just hover over the appointment you wish to move until you see the move symbol, then drag and drop the appointment to where you would like it to go on the calendar.  

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How do I see all schedules on my dashboard?

A newly created schedule may not automatically show up on the dashboard/calendar. To make sure it does, you have two options.

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How do I upload appointments?

Appointment Reminder will upload appointments for our customers who have a large volume of appointment data at no extra charge!

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How can I make my calendar bigger and easier to read, especially when using my smartphone?

When you are looking at the schedule on a smartphone, you can click on “Maximize Schedule” (blue text, right above “color codes”) which will allow you to see a slightly larger view of the schedule. It gets rid of everything on the dashboard for that moment to make the schedule bigger, for ease of use.

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If the client’s cell phone does not work/is disconnected/voicemail box full, will/how we be notified that the text didn't go through?

You will be notified about bad numbers or other reasons for texts not going through because the appointments on your dashboard will change colors to show you any issues.

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Why didn’t my customer receive six reminders?

If at any point during the notification process the customer confirms the appointment, the reminders stop.

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What type of reporting is available?

We are working on a full reporting dashboard.

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How Do I Create a Recurring Appointment Reminder?

If you have a client who has a recurring appointment, you can set up a series of reminders at one time for that client with just a few clicks.

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Can we do texting only? Is it different pricing?

You can choose texting, email and phone, or any one of the three.

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What type of file format is required for uploading appointments?

You can export your appointments from your current CRM into an Excel spreadsheet and then send that data to our support team for uploading.

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What is HIPAA?

The Health Insurance Portability and Accountability Act (HIPAA) is US federal legislation which obligates medical providers to take certain steps to secure data on their patients.

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