Reminding Clients

Clients often do not show up for their appointments or are not at home when your staff member calls, so you can send everyone a reminder, usually the night before. The system will automatically remind the clients via SMS if they have a mobile phone number, and fall back to any entered Email address if they don’t.

The text that is sent is generated using a template file that you can edit. For example:

CLIENT_GIVEN_NAMES,
Your next appointment with DIARY_GIVEN_NAMES is at DIARY_ORGANISATION, on APPOINTMENT_DAY APPOINTMENT_DATE at APPOINTMENT_TIME.
Please reply if you cannot attend or call DIARY_GIVEN_NAMES on DIARY_PHONE or at the office BUSINESS_PHONE.

You can also send a second reminder to those clients who regularly fail to attend.

If you specify several mobile numbers for the client a reminder will go to each e.g. to advise mothers when the client is a teenager, or a client's parole officer etc.



Home