Enabling automatic email & SMS reminders

Note

This article relates to both the TM2 and TM3 versions of the desktop software.

This new feature (Only available for clients on the 2014.01 hosted version) will allow users to set a time for appointment & class reminders to be sent out to their clients, via email and/or SMS.

Below you will find a video guide taken from our main "Overview" of text detailing how you can avail of this service, if you prefer the step by step guide, this is also included below.

Step by step guide

To set this up; go to Tools > TM2 Options > Advanced Settings > Configuration tab > Diary section you will see these new settings:

Auto-confirm option – both/email only/sms only

This option is used to select what communication methods to use for auto-confirmations

Scheduled Reminders - Receive email reminders sent notification – True or False

This option will send you a notification after the successful completion of sending email reminders

Scheduled Reminders - Receive SMS reminders sent notification – True or False

This option will send you a notification after the successful completion of sending SMS reminders

Scheduled Reminders - Send Email Reminders - True or False

This option will automatically send email reminders each day at the scheduled time

Scheduled Reminders - Send 'N' Days Before Appointment

This option will set the number of days before an appointment scheduled reminder will be sent

Scheduled Reminders - Send SMS Reminders - True or False

This option will automatically send SMS reminders each day at the scheduled time

Scheduled Reminders - Send Time (e.g. 12:00)

This option will set the time of day at which scheduled reminders will be sent. Please note that this time is approximate. The reminders may be sent within fifteen minutes of the time specified.

Info

Please note Auto-reminders are only available to hosted clients.