Setup Email Reminders

  1. Click on the Settings tab.

  2. In the SMS, Email & Marketing section, click  the Setup Email Reminders link as shown below: 

  3. This will display the Email Reminder Settings screen as shown below. To enable Email reminders simply click the Allow Email Automatic Reminders checkbox and to set the number of days the email is sent before the appointment, select a value from the Days Before Appointment field. Enter a descriptive email subject in the Subject field.

  4. Select Email Reminder Template in the Template field and this  will pre-fill the Email body text field with a default reminder message. Merge fields are place holders for values that will be replaced when the message is sent. For example: ClientFirstname will be replaced with David and so on. To insert a template field, simply put your cursor in the message box where you want the field to appear and click on the merge field link.

  5. You can also preview your Reminder email message by typing in your number in the Test Email Address field and clicking Send Preview Reminder Email.  

  6. Click the Save button to save your Email reminder message for the future. 


    And that's it.. just sit back and You'reOnTime will automatically send out your Email reminders. This is very useful and you can concentrate on other areas to grow your business rather than manually sending out your Email reminders every single time.



     

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