Appointment Reminders

If your center administrator chooses to use this feature, they will assign some users rights to use the appointment reminder function.  Only the center administrator can edit email/text messages. This feature is set up by your center administrator.

Appointment reminders are automated, but cannot be set to be sent automatically.  They must be sent by a Titanium user.

Your center may have purchased the ability to send reminders via SMS text message.  Each reminder sent via text will incur a charge.  To view your credit balance, from the calendar screen, click Open > Client Appointment Reminders.  The remaining balance is in the lower left corner.  Your center administrator should visit our website to add credit to the SMS text account.  If a center exceeds their credit, they will not be allowed to send SMS text messages.

Clients can stop receiving text messages by replying STOP, UNSUBSCRIBE, CANCEL OR QUIT.  Clients can resume receiving text messages by replying START or YES.  Other responses will not be received or processed.  Client responses do not affect any "ok to contact" settings on the client contact tab of the client screen.

What would you like to do?

Send Bulk Reminders

Note:  Reminders must be sent a minimum of one hour in advance of the scheduled appointment time.

1.  From the calendar screen, click Open > Client Appointment Reminders.

2.  Set the desired search preferences.  (Note:  You can search from 1-14 calendar days in the future.)

3.  Click Search on the menu bar.

4.  Edit clients with no set reminder preferences by:

5. Click Send Reminders on the menu bar.

6.  Review the summary results to view the reminders that were sent/processed.  Click Ok.

7.  Click Exit.

(Note:  If you receive an error message that you have exceeded your SMS text credit limit, contact your center administrator.  Your center must pay for additional text messages before more reminders can be sent via text message.  The amount of credit remaining on your account is shown in red text in the lower, left corner of the appointment reminder screen.)

Send Single Reminder

Depending on the settings chosen by your center administrator, you may be able to send single reminders for specific appointments, instead of reminders to all clients.  To send a single reminder, navigate to the appointment and click Send Reminder on the menu bar.

Resend Bulk Reminders

If you want to send multiple bulk reminders about a single appointment, you must reset the reminder:

1. From the calendar screen, click Open > Client Appointment Reminders.

2.  To see the most recent reminder sent, set the filters.

3.  Uncheck the box in the upper right corner for hide results for reminders already sent.

4.  Click Search on the menu bar.

5.  Click on the client for whom you want to reset the reminder.

6.  Click the Reset Status button on the menu bar.

7.  Use the pull down menu to choose whether to reset the email, SMS text or both reminders for the selected client/appointment.

8.  Repeat steps 5-7 for all desired clients.

9. Send reminders as you normally would.

View Sent Reminders

You can view the reminders that have already been sent by:

1. From the calendar screen, click Open > Client Appointment Reminders.

2.  To see the most recent reminder sent, click History on the menu bar.  Set the filters and click Search.

3.  Click Search on the menu bar.

4.  To view the email or text reminder, click the desired line, and click View Email or View SMS from the menu bar.