How do appointment reminders work?

To enable or disable appointment reminders:

1. In your account, head to Settings > Calendar > Client Communications.
2. Select the option Enable appointment reminders for all my clients.
3. Set the notice period for when reminders will be sent before an appointment.

Once enabled, reminders are automatically emailed to the address listed in the client’s profile. They are sent according to the notice period you’ve selected, starting when a new appointment is added to your calendar and linked to the client’s record.

You can also customize reminders by allowing clients to confirm or cancel their appointments directly through the reminder email.

• Related Articles

• How can I use the "Note for the practitioner" field in my appointments?

  The Note for the practitioner field in each appointment is a discreet way to note reminders or important observations for each session. Here's everything you need to know: The information entered in this field is not included in the appointment ...

• How do I set a minimum delay for online appointment requests?

  To prevent last-minute booking requests, you can set a minimum delay before a client can schedule an appointment. Here’s how: Go to Settings > Agenda in the left-hand menu. Select the Minimum delay option under the appointment limits section. Set the ...

• How do I cancel an appointment when the client hasn't declined it themselves?

  Currently, you cannot cancel an appointment in Psylio, but you can delete it from your agenda. To keep a record of cancellations, follow these simple steps: Go to your agenda and select the appointment you want to cancel. Click on Edit. In the Note ...

• How do I schedule an appointment that isn't linked to a record?

  You can use your Psylio calendar to plan daily tasks and activities that are not directly related to a record. Simply click the plus button to add an event and select the Unavailability tab at the top on the event. This will create an event in your ...

• What do the colours in my calendar mean?

  The colours in your Psylio calendar help you quickly see the status of your appointments and your availability. Calendar colour code ⚪ White: The appointment is scheduled but has not been confirmed by the client. ? Blue: The appointment is scheduled ...