Send appointment reminders
Reminders are controlled by clinic settings and only deliver through configured communication channels.
1. Verify contact and consent
Confirm the client email or mobile number. Follow clinic policy and applicable consent requirements before texting.
2. Send from the appointment
Use the appointment reminder action. Review the recipient and message before sending when the app provides a confirmation step.
3. Review delivery history
Check the communication history when delivery is important. Email requires a configured provider, and hosted SMS requires activation for the clinic and location.