Appointment Reminders
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      Sending Appointment Reminders Manually

      Send appointment reminders manually with Zanda.

      In addition to the automatic appointment reminders, you can also send appointment reminders manually whenever you need. 

      By default, SMS and Email reminder templates will already be selected in  Settings > Communication > Reminders, but you can change these if desired.  

      Important

      A dedicated Toll-Free Number (TFN) is required to send/receive SMS messages in the USA, Canada, Puerto Rico, Bahamas, Jamaica, Costa Rica, and Barbados. For more details, please click here. 

      In this article:

      Sending Manual Reminder from the Appointment Context Menu

      1. Go to the main Appointments screen (Hint: clicking the Zanda logo will get you there.)
      2. Locate the appointment for which you wish to send a reminder, then right-click on it.
      3. In the pop-up menu, click on either Email Appointment Reminder or SMS Appointment Reminder to manually send the reminder to your client.

      Sending Manual Reminder from the Appointment Panel

      1. Go to the main appointments screen, locate the appointment and left-click on it once to open its Appointment Panel on the right-hand side. 

      2. Click on the Notify Now (the white bell icon next to the Appointment Details), select either SMS Reminder or Email Reminder:

       

      ❇️ Note

      If you haven’t entered the phone number and email address of the client in their Zanda profile, you won’t be able to send them SMS/Email appointment reminders.

      Frequently Asked Questions

      1. Will an automatic reminder go out if I sent the reminder for the same appointment manually?

      • The automatic reminder will still be sent as scheduled, even if you have manually sent a reminder for the same appointment. To prevent this, you should disable the automatic reminder in the appointment panel after sending the reminder manually and remember to save your changes.

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      2. Can I send an appointment reminder SMS from the Messaging Panel?

      An SMS sent from the Messaging Panel on the right-hand side is not linked with an appointment and the system will not automatically confirm or cancel an appointment.

      ❗Use the messaging panel for manual non-reminder messages only.