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Prior to setting up reminders, system administrators should consult with university or organization legal counsel and IT group for guidance about applicable policies, and federal/state laws governing the use of personally identifiable information (PII). In addition to use of PII in reminder messages, consideration should be given to security during transmission and storage of sent messages. Clients should be informed of their rights and options, and provide consent deemed necessary and appropriate by legal counsel.
Email reminder messages are free of charge. If you want to send SMS text message reminders, you must set up an account with Titanium. There is an annual fee plus a fee for each text message that is sent. You must set up an account with Titanium before you can send SMS text messages. To do so, visit our website and click on the Buy menu to see prices and to order text messages.
| 1. | Create account with Titanium and prepay for text messages. |
| 2. | As instructed on the order confirmation email you received from Titanium, contact us to obtain the account code and password. |
| 3. | From the calendar screen, click Settings > System Settings. |
| 4. | Click Appointments tab > Appointment Reminders button. |
| 5. | Click the SMS Account Settings button. |
| 6. | Enter the account code and password you received from Titanium. |
| 7. | Click Validate Account Credentials |
| 8. | Click OK on the warning message. |
| 9. | Click OK on the confirmation message. (Note: If you receive an error message, repeat Steps 4-7. If you still receive an error, send an email to Titanium Support (support@titaniumsoftware.com) for assistance). |
| 10. | Click OK to close the settings screen. |
| 12. | To change the default SMS message, click in the message text box and enter desired text. |
| o | To automatically insert information from the appointment in the text, click the Insert Replacement Field button and choose a field from the list. (Note: Fields are inserted surrounded by brackets { }. ) |
| o | If desired, copy text from another source, right click in the message text box, and click Paste. |
| o | Replies to text messages are not accepted by Titanium, consider including DO NOT REPLY language in your reminder. (Note: 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.) |
| 13. | Click the Preview button. |
| 14. | On the preview screen, review the length of the text message. (Note: Text messages are 160 characters. If your text is longer than 160 characters, you will be charged for multiple texts for each reminder sent. Messages that are longer than 320 characters may be blocked or corrupted.) |
| 15. | Click in the check box to activate SMS reminders. |
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