Business SMS: Reminders

The Reminders feature allows you to schedule text messages to be sent to individual contacts at a specific date and time. Reminders are useful for appointment confirmations, follow-ups, payment reminders, wellness check-ins, and other scheduled communications.

Once created, reminders are automatically delivered at the scheduled date and time without any additional action required.

When to Use Reminders

Reminders can be used for a variety of purposes, including:

• Appointment reminders
• Patient follow-ups
• Staff notifications
• Payment reminders
• Service reminders
• Customer follow-up communications

Understanding the Reminder Calendar

The Reminders page includes a calendar view that allows you to see upcoming scheduled messages.

Dates that contain scheduled reminders are identified by a blue dot displayed above the day number.

This makes it easy to identify days with upcoming automated communications.

Creating a Reminder

1. Navigate to the Reminders section.
2. Select the date on which you would like the message to be sent.
3. Click Create Reminder.
4. Select the recipient contact.
5. Choose the appropriate time zone.
6. Select the time the message should be delivered.
7. Enter your message.
8. Click Save.

Your reminder will now appear on the calendar and will be sent automatically at the scheduled time.

Editing a Reminder

1. Select the date containing the reminder.
2. Locate the reminder from the list displayed on the right side of the screen.
3. Open the reminder.
4. Update the desired information.
5. Click Update.

You may modify the recipient, message, date, time, or time zone prior to delivery.

Deleting a Reminder

1. Select the date containing the reminder.
2. Open the reminder you wish to remove.
3. Click Delete.
4. Confirm the deletion.

Once deleted, the reminder will no longer be delivered.

Important Notes

• Reminders can only be edited or deleted before their scheduled delivery time.
• Once a reminder has been sent, it cannot be recalled.
• Ensure the correct time zone is selected when scheduling messages.
• Verify recipient phone numbers before scheduling important communications.

Reminder Examples

Appointment Reminder

This is a friendly reminder that you have an appointment scheduled for tomorrow at 10:00 AM. Please contact our office if you need to reschedule.

Payment Reminder

This is a reminder that your payment is due on Friday. Please contact us if you have any questions regarding your account.

Follow-Up Reminder

We wanted to follow up and see if you had any questions regarding your recent visit. Please let us know if we can assist you.

Best Practices

• Keep reminder messages concise and professional.
• Double-check the delivery date and time before saving.
• Avoid including sensitive or confidential information.
• Use reminders to improve customer engagement and reduce missed appointments.
• Review scheduled reminders regularly to ensure accuracy.

Need Help?

If you need assistance creating or managing reminders in Business SMS, please contact Nextgen Solutions support.