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...

Read More

Setting the Place of Service

Place of Service is set at the Facility level in Administration > Facilities. If you or your staff are seeing clients outside of the office, you will need to add location(s) in Administration > Facilities and select the correct Place of Service (POS) codes. Once added,...

Read More

BreezyNotes Turns Two this Weekend!

Wow. Time flies! It's hard to believe we're celebrating two years on November 5. Of course we gave away a ton of truffles again this year, added some cool features (Custom Forms!), and continued development on the Client Portal, but the main focus over the last year...

Read More

Pro Tips: Change Your Providers’ Passwords

BreezyNotes takes many steps to keep our customers' security safe. One of those measures is that we require users to change their passwords every 90 days. Sometimes this can become a problem when one of your providers misses the deadline to change their password and...

Read More