How do appointment reminders work?

You can automatically send appointment reminders and email notifications to your clients when an appointment is added, modified, or cancelled.

By default, when reminders and notifications are enabled, they are sent to the email address associated with the first profile linked to the record.

You can also customize the recipients for each record to ensure that the right people receive these communications, particularly for couples, groups, or youth follow-ups.

Enable appointment reminders and notifications

1. Go to Settings > Calendar > Client communications.
2. Enable the notifications you want to send:
   
   • Appointment added
   • Appointment modified
   • Appointment cancelled
   • Appointment reminder
3. For appointment reminders:
   • Specify when the reminder should be sent (the number of hours before the appointment).
   • Choose whether clients can confirm or cancel their appointment directly from the reminder email.
4. Click Save.
   

Once enabled, reminders and notifications are sent automatically.

Customize reminder and notification recipients

You can configure different recipients for each record.

1. Open the relevant record.
2. Go to the Notifications tab.
3. Select the clients or contacts who should receive reminders and notifications.
   

Reminders and notifications will automatically be sent to the email addresses of the selected recipients.

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