Setup Manual Appointment Reminder SMS Template


With the setting to Use templates for Appointment Reminders, setup the SMS template per the below instructions. 

  1. Click the navigation menu > Debtors & Marketing > Mail Merge Setup page

  2. Mail Merge Category: Appointments 

    1. Select Appointment Reminders
    2. Click Type > Enter Type name, e.g. Appt Reminder

  3. Click the Edit icon against SMS Template mceclip2.png

    1. In the Mail Merge tab, enter the reminder template details
    2. Add input fields using the Add Field menu
    3. Go to File menu > Save > Exit

  4. Within Use for Providers section

    1. Type is Default: Place a tick if this Type is the default type for all providers (optional)

    2. Add: Click the Add icon to select the Providers this type is to be used for

  1. Repeat steps to add more reminder types (if applicable)

Example of multiple Appointment Reminder Types - Individual Providers


Example of one Appointment Reminder Type - All Providers


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