How do I send automated reminders to clients the day before their selected appointments?

  • leah_bornstein
    Asked on July 29, 2020 at 7:50 PM

    4. ADDITIONAL QUESTION: AUTOMATED APPOINTMENT REMINDERS

    In addition, I have added an appointment widget to my consultation forms. How do I send automated reminders to clients the day before their selected appointments?

  • Vanessa_T
    Replied on July 29, 2020 at 9:11 PM

    You can setup an autoresponder email that will send the email on a later date or based on a value on one of your form fields.

    Guide: Utilizing-the-Send-Emails-Later-Function-of-the-Autoresponder-Emails

    To achieve that, please follow the steps below:

    1. Since you can only use a fixed number of days or a date field within the Send Emails Later setting, we have to copy the value of the Appointment field into a Date Picker field.

    Guide: How-to-Pass-Field-Value-to-Another-Field

    How do I send automated reminders to clients the day before their selected appointments? Image 10

    2. Then since the email needs to be sent a day before the actual appointment date, you need to add another Date Picker field as the reminder email's actual date and calculate the value to be Appointment Date - 1.

    Guide: How-to-Insert-Text-or-Calculation-into-a-Field-Using-Conditional-Logic

    How do I send automated reminders to clients the day before their selected appointments? Image 21

    3. Finally, you can then set your autoresponder email's Send Emails Later setting into the reminder date field.

    Guide: Utilizing-the-Send-Emails-Later-Function-of-the-Autoresponder-Emails

    How do I send automated reminders to clients the day before their selected appointments? Image 32

    You can check out my demo form here: https://form.jotform.com/202108299926057

  • leah_bornstein
    Replied on July 30, 2020 at 4:40 PM

    Hi, I followed the tutorials above and created a date picker field to automatically fill when an appointment is selected. I also created a date picker field for reminder email 1 day before their appointment.

    I created conditions for both (see screenshots) but when I went to Publish and did a test run on the completed form, the conditions didn't work. I can't figure out how to fix this... Can you help please? This is extremely complicated and I'm trying not to get frustrated.

    1596141579Screen Shot 2020 07 30 at 1 Screenshot 101596141595Screen Shot 2020 07 30 at 1 Screenshot 21

    1596141555Screen Shot 2020 07 30 at 1 Screenshot 32

  • Jed_C
    Replied on July 30, 2020 at 8:37 PM

    Can you please try changing the sender email in your autoresponse settings to noreply@jotform.com and make another test submission?

    1596155792DrawingWindow 2020 07 31 08 Screenshot 10

    Let us know if you received an autoresponse email using noreply@jotform.com. Looking forward for your response. 

  • Leah Bornstein
    Replied on July 31, 2020 at 1:19 AM

    Hi! Ah, okay I figured this out! YAY! The automated email is working now for the day before their appointment. Thank you so much for your help with this :)