When enabled, Actionstep can send SMS reminders of appointments to selected attendees when an appointment is linked to a matter. The attendee must be linked to a contact record and have an SMS number configured.
Two reminders are sent for each appointment.
- One is sent the day before the appointment
- One is sent one hour before the appointment start time. All-day appointments are adjusted to 8 a.m. the day before.
Before you begin:
- An admin must enable SMS messaging in your system as well as toggle Enable SMS Reminder to on. See Setting Up SMS Alerts (Admin) to learn more.
To ensure automated calendar appointment reminders work:
- In Actionstep Practice Management, click the global Create button and choose Appointment. The Create New Appointment window appears.
- On the Event tab, specify the date and time of the appointment.
- On the Matter tab, select the associated matter.
- On the Attendees tab, select the attendee(s).NOTES:
• Make sure the attendee is a contact associated with that matter. (For help, see Working with Matter Parties for help.)
• Make sure the attendee/contact's profile has an SMS number listed on the Contact Card. (See Adding a Contact or Editing a Contact to learn how to complete the contact card. You will add the TXT/SMS number in the Phone & Messaging section of the contact card. - Provide all other appointment details as described in Creating an Appointment.
- Click Create appointment. The appointment is added to your calendar.
Once sent, the attendee will receive messages like the following:
- With a location specified in the event:
Reminder: You have an appointment with us tomorrow at 123 Exemplar Place. Thanks, ABC Law +1 (831) 3326495 - Without a location specified:
Reminder: You have an appointment with us today at 4:30pm. Thanks, ABC Law +1 (831) 3326495
Related Articles:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article