You can send customized and automated appointment notifications to patients via email or text messages.
📌 Note: We recommend using email notifications. Use text messages only for unique cases. For more information, see SMS (Text) Overage Fees Update.
💡 Tip: For information on configuring practitioner appointment notifications, see Configuring appointment notifications for practitioners.
1. From the main menu, click Settings > Notifications.
📌Note: By default, Patients notifications are displayed.
2. To setup a specific notification, in the General tab, click Default for either EMAIL or SMS.
Based on your selection, the Customize Email Notification or Customize SMS Notification window displays.
3. To customize a notification, refer to the following table:
Input your email title.
Include links to Qnaires to be sent to patients.
Include the clinic location that patients will be seen at.
Include a link to patient's appointment booking.
4. Click Save. The message is saved and Customized is displayed next to the notification you just configured.
Updated September 17, 2021