How to Send Scheduled Reminders Automatically

How to set times and have reminders send automatically

How to Use Automatic & Manual Appointment Reminders

1. Configure Notifications

• First, set up your reminder templates under Branch Settings → Notifications.

• Define wording for with time (arrival window) and no time (date only).

2. Access Reminders

• Go to Schedule Jobs Map.

• Click the bell icon (Reminders) in the left corner.

• A reminder menu will pop up.

3. Manual Reminders

• Select a date and reminder type:

  • With Time → includes arrival window.

  • No Time → only shows date.

• Send reminders directly from here.

4. Automatic Reminders

• Can be toggled on or off based on company preference.

• Example: A 1-day reminder is sent at 9:30 AM for the following day’s jobs.

• Adjust send time (e.g., change to 3:30 PM) and click Save.

• You can also configure multi-day reminders (2, 3, 4, or 5 days in advance).

  • Example:

    • 1-day reminders → morning.

    • 3-day reminders → after lunch.

5. Tracking Reminders

• View the Interactions Log to confirm reminders were sent.

• Sent reminders appear in the log with the job and type (with/without time).