You can add additional reminder emails and text notifications for certain child accounts by using our Automated Messaging Triggers feature. This feature allows you to add additional messaging based on time before or after an appointment, status change, or creation of an appointment. If you don’t see this as an option on the child account you’re in, you may need to reach out to support to have this option “turned on” for that child account. In this documentation, we’ll go over:
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Editing the Appointment Trigger Template
Adding an Automated Messaging Trigger
Editing the Appointment Trigger Template
Before creating a new trigger, you need to create the message that you’ll apply to the trigger. You can do that by going to Messaging > Appointment Templates and locating the Appointment Triggers template category. When you find it, click View.
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After this, you can click Edit at the top of the Template section to edit the address details, subject, and body of the template. Once you’ve completed editing the template, click Save.
Adding an Automated Messaging Trigger
When the template has been saved, click Messaging > Automated Messaging Triggers.
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