Module 3.9 Sending appointment reminders

By the end of this module, you'll be able to send appointment reminders on the planner for any future appointments where the default notification has been set, see a sample message and see who has been reminded using the indicators on the appointments.


MODULE 3 - WORKERS AND PLANNERS

3.9: sending appointment reminders from the planners

When choosing a date with future appointments (including today) planners can go to the pink button menu on the work planner and send appointment reminders via

  • email,
  • SMS
  • or both depending on the default notification preferences on the customer.

On the next screen, any customers in the list that you don't wish to send the reminder to can be deselected then you'll be shown a sample message based on the template set by admins and owners.

Once these are sent, you'll see a 'reminded' indicator on the appointments in the list.


Squeegee Status
2022