Set up appointment reminder emails

Why reminders matter

A well-timed reminder cuts down on missed appointments without you having to chase anyone manually. Reminders send automatically once a template is set up and switched on for the appointment types you want covered.

Set the timing

Choose how many days before the appointment the reminder should go out, and pick a sending window for when in the day it should start sending. Turn on Skip weekends if reminders that would land on a Saturday or Sunday should shift to the Friday before instead.

Setting the reminder timing, sending window, and weekend handling.

Write the subject and content

Write the subject and body using the available placeholders for appointment time, practitioner, and location, then preview it to see exactly what patients will receive.

Writing reminder email content with placeholders.

Sending reminders by text instead

If you'd rather remind patients by text message, set up an SMS reminder template the same way — email and SMS reminders can run alongside each other or independently.

Choosing which appointments get one

Whether an appointment type sends reminders at all is controlled on the appointment type itself, so you can leave reminders off for types that don't need them.