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Configure Appointment Reminder Notifications

In this article, we'll walk through how to set up automated notifications to remind clients of their upcoming appointments.  

Things to know: 

  • Appointment reminder comes with two pre-configured templates that you can customize or add your own.
  • You can determine the delivery method of the appointment reminder notification - email, text message, or push notification. If the method selected is not available for a client, we will try other available methods even if it was not selected. For instance, if you choose email as the delivery method but the client does not have an email address on file, we will send the notification via text message.
  • If there are multiple same-day appointments for a client, we will group them together and send only one email or SMS confirmation for all the appointments and it will display the start time of the first appointment.
  • If a client has multiple pets with appointments scheduled on the same day, the appointments can be grouped, allowing the appointment reminder template to display all pets for that client. This feature is managed by a hidden setting that only the MyTime team can configure. To enable it, please contact support@mytime.com.
  • When adjusting the start or end time of a multi-day appointment, the duration multiplier will automatically increase or decrease as needed.

    • If the appointment end date is modified, the start date stays the same, and the multiplier automatically updates to reflect the new duration.

    • If the appointment start date is changed, the entire appointment shifts to the new start date, maintaining the same duration and multiplier, with the end date automatically adjusting based on the updated start date and existing duration. However, if the start date is moved to a date after the current end date, a validation error will appear, indicating that the end date cannot be earlier than the start date..

    • If the multiplier is changed, the end date automatically adjusts, while the start date remains unchanged

Configuring Notification for Appointment Confirmation

  1. Navigate to Marketing > Automated Messages
  2. Locate the Appointment Notification section appt_reminder.png
  3. Hover over the status to see the options to 'View' or 'Activate' the template
  4. Click 'View'
  5. From here you can set your preferences:reminder_select.png
    • Send X before the appointment. You can specify how far ahead of the appointment date the reminder should be sent. This can range from hours to days.
    • Delivery by - This allows you to select your preferred method of delivery: email, push notification, or text message.
      • Email: The client must have an email address on file and be opted in to receive transactional emails

      • Text Message: The client must have a mobile number on file and be opted in to receive transactional SMS

      • Push Notification: The client must have the MyTime Guest App installed on their mobile devices.

    • Email Title
    • Reply-to-Name: Name of the business that appears when your clients reply to an auto email. We will use the business name that was added to the business profile page
    • Email Subject
    • Body of the template reminder_edit_1.png
  6. Save 
  7. From the Automated Messages Page, hover over the status > and click 'Activate'

Notification sent to your clients

             email_received_reminder.png

For more information contact us at support@mytime.com. 

 

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