Sending Reminders to Contacts

Send appointment reminders to a client's contacts such as a parent or partner.

In some situations, you may want to send appointment reminders not only to the client but also to others, such as a parent, guardian, or partner. To accommodate this need, you can send appointment reminders to designated Contacts associated with the client's appointment. These Contacts can be added in the Contacts section of the client's profile.

To Send Appointment Reminders to a Client contact: 

1. Open the client's profile and go to the Contacts page.

2. Edit the Contact (click on the contact's name).

3. Toggle on Send reminders about all appointments for (Client Name).

4. Click Save.

If the client has automatic SMS or Email appointment reminders enabled the client's Contact will now receive a duplicate of the reminders.

What if the client is a child, and doesn't have a mobile, can the reminder just be sent to their parents?

Yes, definitely.

1. In the "Mobile" field for the client (child) just leave this field blank.
2. Leave the Appointment Reminder settings for the client on, however.
3. Then set their Contact (the parent) to receive reminders as described above.