Send Automatic Email for Outstanding Forms
Under Marketing, you can set up an email that sends out an email with links to outstanding forms before the appointment.
- Go to Marketing.
- Click on Automated Marketing and Reminders.
- Go to Forms > Email.
- Ensure Enabled is ticked, and enter the relevant information in each field. You can choose a template or simply start typing the message in the Email body text field.
- Merge Fields are place holders for values that will be replaced when the message is sent. For example: [ClientFirstName] will be replaced with David, [FormsLink] will be replaced with a link to outstanding forms, and so on. To insert a Merge Field, simply put your cursor in the message box where you want the field to appear and click on the Merge Field link.
- You can also preview your Email message by adding your email address and clicking Send Preview Email.
- Click the Save button.
With this set, your clients will be automatically notified of any outstanding forms.