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Automated Appointment Confirmations (General) - Enterprise

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I-Clarity Version: Enterprise - View the i-Clarity version of this article
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You can set the system to automatically send appointment confirmations and reminders.

  1. Go to Maintenance, Branch & System and then Branch Full Config. Then click on 'Config Appointment Confirmations'. This will open a new window.
  2. Double click in either the Email or SMS box to edit the message content. This will open a new window.
  3. Depending on which communication box you click on, a different window will open.

Email

If your communication type is an email, the following window will open, where you can fill in your email subject and email body.

If you want to add personal information in the subject line, you can add merge fields by clicking on the 'Add' button next to the subject line and double click on the required merge field.

Please note: this merge field button only works for the subject line. To insert merge fields in the body of the text use the 'Add Merge' button and the bottom of the window.

You can add links to your email by clicking on 'Insert' and then 'Link'. This will open a new window.

You can add merge fields to the body of your email by clicking on the 'Add Merge' button and the bottom of the screen. You can then drag the appropriate field across to the main body of the email.

 

SMS

If the communication type is an SMS, the following window will open where you can enter the body of the text message.

To insert merge fields, click on the 'Select Merge Field' button. Then double click on the desired merge field.

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