Set Up Save the Date Reminders

The availability of this feature is dependent on your practice management software. Only those compatible with this feature will see the option in their Auto Reminders settings.

Save the Date Reminders are automated reminders that are sent shortly after an appointment has been scheduled, so they can add it to their calendar.

Setting up Save the Date Reminders

1. Select the Hamburger_Menu.svg menu icon in the upper right-hand corner

2. Select Settings.svg Settings from the menu

3. Select the Automated_Reminders.svg Auto Reminders Setting

4. Select the Save the Date reminder

Note: You will only see this option if your practice management software is compatible with this feature.

5. Hover over a reminder to Edit.svg edit, Copy.svg duplicate, or Delete.svg delete or select Add Reminder

6. Give your reminder a name

7. Select the Reminder Type, choosing between email or sms

8. Apply any Advanced Filters as needed

9. Use the Customize window to edit the default message by typing or clicking and dragging variables

10. Preview the message

11. Select Save to save changes

Was this article helpful?