Email and Text Message Reminders in TiQ
This guide will show you how to setup Email and Text message appointment reminders and how to use them.
Keep in mind Text reminders come from the same number. If your practice would like a custom number you will need to enable the Conversation iQ add-on which will allow you to text with a number your practice chooses. Contact TiQ support if you need to make an account upgrade.
How To Set The Frequency Of Email and Text Message Reminders
From the Navigation Bar, select Practice Manager.
Select the Alert Settings tab.
Scroll down until you see the Client Email & SMS Reminders section.
Note: This will allow you to set the frequency of Email and SMS (text) reminders and specify when your client will receive them.
Use the + Add More button to add as many frequencies as you needed.
Select Submit.
As a reminder, when making an appointment for the client, the Email and SMS Reminders checkboxes must be selected in order for the client to receive email and/or text messages reminders.
You can also save the clients reminder preferences in their demographics page to avoid having to select the preference each time on the event page.
After selecting any of the checkboxes, you can choose the corresponding version for each Email or Text Reminder type. This allows you to select a version from either the Appointment Reminder or Telehealth Reminder options.
While the default template is assigned automatically, it can also be manually updated from the client’s profile settings if needed for each Version.
This ensures that the Email and Text Reminders options are enabled and the correct template version is applied to their account.
After configuring the client's profile, please be sure to scroll down and click "Save Changes" to ensure the updates are properly applied.
For additional information on how to create Email and Text Reminder templates, please refer to our guides below:
