Schedule reminders for your training appointments

Without leaving the appointment screen, you can add automatic reminders. Choose the day of delivery writing a custom date or using the date calculator. If you select 15 days before, the software calculates 15 before the date of the appointment and writes it in the date field.

You can also select the time you want it to be sent from the Time dropdown and if the customer has multiple email addresses, you can choose which one you want to send it to. You can even receive a copy in your email, if you want.

Privacy policy / GDPD

Do you want to see a warning when you are adding an automatic reminder for a customer who has not agreed to receive communications from you? It’s very simple, in the configuration you only have to select if you want to see this notification when setting new reminders up.

By clicking on “View details”, you directly access that customer’s file to view/modify his/her privacy information.

Configure the appearance of the automatic reminders that your customers will see

You can configure the appearance of the emails that your customers will receive for the automatic reminder notification, customising the logo, the name of your business, and the information that will appear in the email footer.

In addition, if you frequently send some text, additional information, …, you can save it as a “template” and thus, you will not have to write it every time.

Also, you can preview the appearance of the auto reminders emails, how they will look with your data, logo and “template” text. Very useful, right?

Configure the appearance of appointment auto-reminders