Is there a way to send a reminder based on an appointment day/time?

  • PediatricJunction
    Asked on August 28, 2020 at 10:55 PM

    Is there a way to send a reminder based on an appointment day/time?

  • Vanessa_T
    Replied on August 28, 2020 at 11:02 PM

    We do have an option for you to send an autoresponder email at a later data which can serve as a reminder email.

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

    However, the setting can only read Date fields and not an Appointment field.

    As a workaround, you can instead create a condition that will copy the Appointment field's value into a Date field.

    How-to-Pass-Field-Value-to-Another-Field

    Then use that Date's value on your autoresponder email's Send Emails Later section.

    Also, please note that the setting can only select Dates but not time, as such, if you want a reminder email, you may want to send the email a day before their scheduled appointment. If you want this process, you can check out this similar ticket:

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