How to setup an appointment reminder?

  • cjacksonhn
    Answered on September 26, 2020 04:41 PM

    I am creating a form for an office to automate their appointment reminders. What is the best way to send clients email reminders about upcoming appointments? The way I have it set up in the attached jotform is tedious because we have to change the appointment date/time before sending to each client. Is there an easier way? Thank you.

  • Jed_C
    Answered on September 26, 2020 07:27 PM

    Try Jotform's email reminder feature https://www.jotform.com/help/541-how-to-set-reminder-emails-for-your-forms and see if that works with your requirement.

    Let us know if you have any questions or if you need further assistance.

  • Karl_B
    Answered on November 08, 2021 07:56 PM

    @cjacksonhn

    Thank you for contacting JotForm Support

    Click Add Form Element
    1636418829 6189c50d77155  Screenshot 0
    on Form Elements > BASIC > Select Appointment
    1636418875 6189c53ba37ce  Screenshot 1

    Select Properties(Gear Icon)
    1636418941 6189c57d2a62f  Screenshot 2
    Appointment Properties > ADVANCED > Turn On Send Reminder Emails
    1636419002 6189c5baa69a5  Screenshot 3
    Once you Turn On the Send Reminder Emails > you can set the time when the notification will be sent to the client

    You can also customize the email reminder by clicking CUSTOMIZE REMINDER EMAIL
    1636419106 6189c6229acc0  Screenshot 4
    1636419251 6189c6b3984f5  Screenshot 5

    Guide Reference:
    https://www.jotform.com/blog/how-to-schedule-follow-up-appointments-and-reminders/
    For further concern, please don't hesitate to post your question on our Support Forum Page



    Thanks!
    Ken