Editing Reminder Content

Reminder Settings allows you to change the timeline of communications your clients receive and customize each individual reminder's email content. In Reminders Plus, your clients get a truly custom reminders experience. In the following article, you will find the options available for editing & customizing the email content of your reminders. 

In this article:

Edit Appointment Reminder Text Content

To customize the content of you text reminders follow these steps:
1. Click Appointments, then Reminder Settings from the left sidebar.
2. Click the Edit button next to the plan you want to edit.
3. Click the text reminder you would like to edit.
4. Click Edit Template in the bottom-right corner.


5. Customize your message by typing it in the Reminder Text field.



Note: For text messages, there is a 160 character limit for US users and 136 character limit for Canadian users.
6.  Insert a custom tag within your text by clicking the Custom Tag drop-down menu and selecting the tag you wish to use.


7. Click Continue to save your text.
8. Click on Save Plan  at the bottom-right corner of the window to save all your changes.

Edit Pre Appointment Reminder Text Content

1.Click the caron symbol to open options for the Pre Appointment Text Reminder that you wish to edit. 
2. Click the Pencil Icon  next to the appropriate fallback reminder.
Note: In the image below, the textable Pre Appointment Reminder appears as the primary fallback reminder.  Text Reminders could also appear as the secondary or tertiary fallback reminders, depending on how the Pre Appointment Reminders are configured.  You can edit the testable communication no matter its level of fallback 

3. Customize your message by typing it into the Reminder Text field. 
4. Click Continue to save your edits. 

5. Click Save Plan at the bottom-right corner of the window to save all new changes.

Edit Day Of & Follow Up Reminders Text Content

To edit the "Day of " Reminder Text Content & the Follow Up Reminder Text content, follow the same instructions as in the previous sections. 
1. Click the to open options for a textable reminder (Day of or Follow Up).
2. Click Edit Template on the bottom-right corner of the reminder settings. 
    

3. Make the edits to the text content that you desire.
 
4. Click Continue to save the edits. 
5. Click Save Plan at the bottom-right side of the window to save all changes. 

Edit Appointment Reminder Email Content

You can add different modules to each reminder email. Hover between two existing sections and click the plus icon to add a section.
 

Text Module

Button Module

Header Module

Footer Module

Appointment Module

Image Module

HTML Module

Choose the text module to add text, links, tags, and images only.

Choose the button module for a call to action request  to better address the specific needs of your clients.
 

Choose the header module to configure what  business information appears at the top of your email.

Choose the footer module to add your configure what  business information appears at the bottom of your email.

Choose the appointment module to add appointment details, patient alerts, and an actionable button in your email.

Choose the image module to add your own JPG, JPEG, or PNG image in your email.

Choose the custom HTML module to insert your own line of code in HTML.

Note: Each email on your Reminders Plus plan is outfitted with a content module related to its call-to-action, for example:  Save the Date Email Reminders include an appointment detail module with the "Add to Calendar" button. Confirmable Pre-Appointment Email Reminders include a module that incorporates the "I'll be there!" button for your clients to confirm their upcoming appointment. 

Select & Edit an Email

1. Click Appointments, then Reminder Settings from the left sidebar.
2. Click the Edit button next to the plan you want to edit.
3. Click the reminder email you would like to edit.
4. Click Edit in Editor.
5. When you hover your mouse over any section, you will see the following options.

  • Click the pencil  icon  to edit each module.
  • NOTE: Each module type has different customizable settings.
  • Click the arrow icons  to move each section up or down.
  • Click the trash icon  to remove a section.

6. Click Save & Go Back after editing each module to return to editing the email

Edit the Email Subject

1. Click Appointments, then Reminder Settings from the left sidebar.
2. Click the Edit button next to the plan you want to edit.
3. Click the reminder email you would like to edit.
4. Click Edit in Editor
5. Click the pencil icon to change the Email Subject Line.
6. Click the check to confirm the change.

Edit a Button Module

1. Click Appointments, then Reminder Settings from the left sidebar.
2. Click the Edit button next to the plan you want to edit.
3. Click the reminder email you would like to edit.
4. Click Edit in Editor.
5. Hover over a button and click the pencil icon. 
6. Use the Button Module column on the left side to change the background color or image, the button text, and the button link.
NOTE: The button link is where your patient will be directed when they click on the button.
7. Click Save.

Edit a Header Module

1. Click Appointments, then Reminder Settings from the left sidebar.
2. Click the Edit button next to the plan you want to edit.
3. Click the reminder email you would like to edit.
4. Click Edit in Editor.
5. Hover over the header module and click the pencil icon.
6. Click Style and choose from the provided templates for how the header will appear.
7. Click Images, mouse over the image, and click Change Image to change your business logo or upload a new header image.
NOTE: Images button only shows up if you select a style with images.
8. Click Settings to show or omit your phone number or address.
9. Click Save.

Edit a Footer Module

1. Click Appointments, then Reminder Settings from the left sidebar.
2. Click the Edit button next to the plan you want to edit.
3. Click the reminder email you would like to edit.
4. Click Edit in Editor.
5. Hover over the footer module and click the pencil icon.
6. Click Style to change the background color of the footer module.
7. Click Settings to show or hide the following:

  • Business Information (including business name, address, email, business website, and phone number)
  • Request Appointments link
  • Review link
  • Refer link
  • Social media icons (Facebook, Google, Yelp, Twitter, Instagram, and Pinterest)

8. Click Save.
 

Edit an Appointment Module

1. Click Appointments, then Reminder Settings from the left sidebar.
2. Click the Edit button next to the plan you want to edit.
3. Click the reminder email you would like to edit.
4. Click Edit in Editor.
5. Hover over the appointment module and click the pencil icon.
6. Click Style to change the background color.
7. Click Button to change the button text and link.
8. Click Alerts to change the patient alerts box outline color.
9.Click Settings to the Provider or Service tag for the appointment
10.. Click Save.

Edit a Reminder Module

1. Click Appointments, then Reminder Settings from the left sidebar.
2. Click the Edit button next to the plan you want to edit.
3. Click the reminder email you would like to edit.
4. Click Edit in Editor.
5. Hover over the reminder module and click the pencil icon.
6. Click Style to select the button color in your email.
7. Click Images, hover over your existing image, and click Change Image to upload a new background image for the module.
8. Click Buttons to change the text and link of your button.