When creating a new appointment, you can add or schedule reminders for the software to send automatically.
In the appointment or booking, you can see the customer and pet details, review the appointment information and schedule reminders specifically for that appointment.
Add as many reminders as you need by clicking the ADD button.
You can choose the day you want the remiender to be sent, 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. The same if you select 7, 3, 5 ... days before.
(If you select, for example, to send the automatic reminder 7 days before, but there are 5 days until the appointment, obviously it can only be scheduled to be sent 4 days before the appointment.)
You can also select the time you want it to be sent from the Time dropdown. If the customer has several email addresses, you can choose which one you want to send it to.
If you select the option "Send me a copy", you will receive a copy in your email.
When you Save, these reminders will be scheduled to be sent on the selected date and time. They will appear here and in the option View > Automatic reminders.
Under View > Appointments, select an appointment to view or
edit it. In
the Reminders section, you can see whether any reminders are
scheduled
and delete them if needed.
You can view all the automatic reminders and you can filter by status or see them all. This option is available on the View > Automatic reminders option.
The status that an automatic reminder may have, are:
Sent: They have been sent.
Scheduled:They are scheduled to be shipped on the selected date and time.
It'ss not possible to edit a reminder, but you can cancel it and create a new one.
If you want to cancel a reminder scheduled so that it's not sent, click on that reminder and click CANCEL.
Canceled: You have canceled the shipment and they will not be sent.
Error: They could not be sent because an error has occurred.
At the time of sending the reminder to the customer, the software checks the credit of available emails. If there is no credit available, the reminder will not be sent and in the status you will see Error and the reason "You do not have credit to send more emails".
If you want to see which appointment this reminder corresponds to , just click on "GROOMING APPOINTMENT " or "TRAINING APPOINTMENT " and the appointment will open in a tab new.
If you change the date/time of an appointment or booking that has automatic reminders scheduled to be sent, those scheduled reminders will not be automatically deleted.
Under View Booking/Appointment, click on a booking/appointment to view
all its information and make changes. On the same screen, at the bottom,
you will find the **Automatic Reminders** section. Here you can view
scheduled reminders and add or delete reminders.
A number indicates whether there are any reminders scheduled for that
appointment. If there are no scheduled reminders, it will show 0.
When you change the date/time of a booking, the reminders will not be automatically deleted. You can decide whether to keep the existing reminders, delete them, or create new ones.
On the Planer screens you can also change the date/time of an appointment using the drag-and-drop system. In this case, if you change a booking/appointment that has reminders scheduled to be sent, a warning will be displayed. You can then decide whether to delete the reminders that were already scheduled or keep them.
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