Add Family Templates to Appointment Reminders

Note: Family Reminders are only available to offices that have a family structure set up in their practice management software. In order for the family reminder to work, the parent or guardian’s mobile number must be entered as the child’s mobile number as well.

Weave will consolidate appointment reminders in one text for any family members that have appointments scheduled on the same day and confirm all family members appointments upon receiving a positive reply. 

Adding Family Templates to Appointment Reminders

  1. Select the Menu icon in the upper right hand corner
  2. Click on SettingsScreen_Shot_2021-09-14_at_9.45.27_AM.png
  3. Select Auto Reminders
  4. Select Appointment Reminders

    Screen_Shot_2021-09-14_at_10.57.59_AM.png
  5. Add a new reminder or edit an existing reminder
  6. Fill out the reminder details and select Next to advance through the screens

    Note: SMS must be selected as the reminder type to see the Family Reminder Template.

    Screen_Shot_2021-09-14_at_10.58.10_AM.png

  7. Edit the default family template by typing or dragging and dropping variables to the message.

    Tip: If you want the appointment times listed for each of the family members, you will need to remove the Time variable and replace it with the Times variable.

    Screen_Shot_2021-09-14_at_10.58.19_AM.png

  8. Scroll down to preview the message and click Save

 

 

 

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