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

  • Profile Image
    leah_bornstein
    Asked on July 29, 2020 at 07:50 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?

  • Profile Image
    Vanessa_T
    Answered on July 29, 2020 at 09:11 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

    159607101301090.jpg

    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

    159607124101091.jpg

    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

    159607137001092.jpg

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

  • Profile Image
    leah_bornstein
    Answered on July 30, 2020 at 04:40 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 1.371596141595Screen Shot 2020-07-30 at 1.37

    1596141555Screen Shot 2020-07-30 at 1.38

  • Profile Image
    Jed_C
    Answered on July 30, 2020 at 08:37 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 08.35

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

  • Profile Image
    Leah Bornstein
    Answered on July 31, 2020 at 01:19 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 :)