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You can set the system to automatically send appointment confirmations and reminders. You can create different messages for different appointment types. For example, you may want to include a reminder to wear contact lenses for an Aftercare appointment.
- Navigate to Maintenance, Branch & System, Branch Full Config and click 'Config Appointment Confirmations'. This is open a new window. (Please note - there is also an 'Appointment Communications' form in Maintenance. This will update the appointment confirmation communication for the branch you are logged into only).
- Use the 'Add Appointment Type Specific Confirmation Message' box at the bottom of the screen to fill in the details of your specific communication.
- Select the Appointment Type from the dropdown list.
- Select the Communication Type from the dropdown list.
- Click once in the Contents box to add the content for your communication. This will open a new window depending on which communication type you have selected.
- Once the content of the communication has been added, click the '+' button.
If your Communication Type is an email, the following window will open where you can fill in your email body.
If you want to add personal information to the email, you can add merge fields by clicking 'Add Merge' and drag and drop the merge field you would like to add.
You can add links to your email by clicking 'Insert' and then 'Link'. This will open a new window.
SMS
If your Communication Type in 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. Double click on the desired merge field.
