Reminder templates control the automated message sent ahead of an upcoming appointment, based on your clinic's configured lead time. Unlike a confirmation, which fires the moment an appointment is booked, a reminder fires later — as the appointment approaches — to reduce no-shows and give the patient one more heads-up before they're due in.
What you'll learn
When the reminder email and SMS actually send
How to edit the reminder email template
How to edit the reminder SMS template
Why Generate with AI only appears on the SMS side
The Appointment Reminder email template settings page, showing the subject and rich-text body editor with placeholder fields.
Email template
1
Open the reminder email template
Go to <strong>Settings > Reminder Email Template</strong>.
2
Edit the subject line
Update the subject shown in the patient's inbox.
3
Edit the body
Write or adjust the message using the rich editor. Use placeholders to insert details like patient name, appointment time, and location automatically.
4
Save your changes
Click <strong>Save</strong> to apply the template.
SMS template
1
Open the reminder SMS template
Go to <strong>Settings > Reminder SMS Template</strong>.
2
Edit the message text
Write or adjust the SMS body, keeping it short since it's a text message.
3
Save your changes
Click <strong>Save</strong> to apply the template.
The Appointment Reminder SMS template settings page, showing the message text field and the Generate with AI button.
AI generation only appears on the SMS side
Generate with AI: SMS only The reminder <strong>SMS</strong> template has a Generate with AI button to help draft its text. The reminder <strong>Email</strong> template does not have this button. If you're on the Email tab looking for it, that's expected — it's not missing or broken, it simply isn't offered on the email side for this template.
Frequently asked questions
Reminders send based on your clinic's configured lead time ahead of the appointment, not at booking time — so they land as a separate touchpoint closer to the visit.
Each channel is configured on its own template page, so you can rely on one, both, or adjust them independently depending on how your clinic reaches patients.
No. Changes to the template only affect reminders sent after you save — past messages already sent aren't altered.
