Create automated texts and emails for appointment reminders, recall reminders, eyewear ready reminders, and birthday messages.
The availability of this feature is dependent on your practice management software.
Check out the video below for to start learning about Weave’s Auto Reminders.
Getting Started
Before setting up and customizing your Auto Reminders, you will need to set your Data Sync Settings.
Gain confidence in Auto Reminder foundations by completing the Weave Academy course before you dive in.
Reminder Types
Once your Data Sync Settings are set up, you can customize and enable your Auto Reminders.
For more information about the various types of Auto-Reminders, visit the following articles:
- Birthday Wishes
- Appointment Reminders
- Recall Reminders
- Eyewear Ready Reminders
- Save the Date
- Pet Appointment & Vaccination Reminders
Note: The availability of some of these Auto Reminders depends on your Practice Management Software.
You can also create family and Spanish templates to meet your customers' needs.
Honor Your Customers’ Communication Preferences
If your management system integrates with Weave, you can choose to have Weave check the database to see if a customer has opted out of messages before an auto reminder is sent.
- Log in to the Weave portal
- Select
Messages from the left menu - Click Reminder Settings from the dropdown
- Click the
toggle next to Honor Communication Preferences to turn the setting on
Can a hyperlink be added to automated reminders?
Yes. Remember, some phone providers and cell phone providers break templates over 160 characters into multiple messages. This can cause hyperlinks to break, so you can try shortening the template or sending the hyperlink in a following message to your clients.
Can we send out appointment reminders to more than one phone number for a customer?
Since we can only have one mobile number listed for each patient, that is the only number an appointment reminder will be sent to.