Appointment Reminders

BreezyNotes Appointment Reminders are a fast, simple way to message your clients before their appointments that can lead to some significant  decreases in No-Shows.

We designed our reminder system to be as simple as possible.

Step 1: Set Up Your Account

Go to https://breezynotes.com/appointment-reminders to request account setup. Our Support Team will let you know as soon as it’s set up (typically within one business day).

Step 2: Turn on Appointment Reminders for Your Clients

Once you’ve heard back from support, it’s time to set up your clients.

1. Go to the Client’s Chart and click “Edit” on Demographics
2. Click the “Contact Information” Tab and enter the client’s mobile phone number in the “Mobile Phone” field.
   
3. Click the “Notices” Tab and select “Yes” next to Appointment Reminders and set your “Hours Prior”Note: These are the only two fields required to send appointment reminders. If “Allow Text Msgs (SMS)” is set to “No” reminders will still go out.
4. Appointment Reminders will now go out for any new appointments. Existing appointments will need to be updated.

Here’s an example:

Turn Off the Reminder for a Specific Appointment

You can turn off reminders for individual appointments. This is handy if you want to put a phone call or other non-appointment on the calendar and do not want the client to receive your default reminder.

When creating an appointment, just toggle “Appt. Reminder” to “No” and click “Save.”

IMPORTANT NOTE: If a client has an appointment scheduled before you turn on Appointment Reminders for them, they will NOT receive a reminder until you manually update the existing appointment or series of appointments.

If “Appt. Reminder” is Grayed Out

If you have a series of appointments that were created before turning Appointment Reminders on for a client, you’ll need to delete and recreate that series now that Appointment Reminders are turned on.

Otherwise if a client doesn’t have appointment reminders set up, the “Appt. Reminder” field will be grayed out when you are scheduling her/him. To change this, follow Step 2 above.