Set up Phone Appointment Reminders

Before you get started, take a look at the Appointment Reminder Overview to understand the different types of Appointment Reminders.

Activate Phone Message Reminders & Set Preferences

This is a one time setup, if you have already completed this, skip to the next section.

Here you can select a Custom or Generic Phone number and how you want Client Details to be presented in the phone message.

1. Click Subscription Manager tab in the navigation bar.
2. Click Manage beside Appt. Reminders in the Add-On section.
   
   
3. Click Reminder Settings tab.
4. Select to Active Text Reminders.
5. Select if you want to use a Generic or Custom Phone Number.
   • Generic Number is generated by ShareNote Community. 
   • Custom Number is $3 a month. Select and enter desired Area Code to generate a Custom Number for your Organization.
6. Select Location Information to be sent in Reminders. 
   
   

Phone Reminders

Phone/Call Reminders at $0.07 per minute within the United States.

1. Click Phone tab.
2. Select Preferred Client Phone Number.

   NOTE: This is the number the Phone Reminder will be sent to. If you want to send reminders to the mobile phone, but the client doesn't have a mobile phone number listed, ShareNote Community will send it to their home number and vice versa.

3. Preview the Phone Reminder Message.
4. Select when you would like the phone reminders to go out each day.
5. Click Save Phone Reminder Settings. The Phone tab will say On indicating that Phone Reminders are active.