How To Set Up Follow-Up Reminders

How to Set Up a Follow-Up Reminder

1. In the left sidebar, click the calendar icon to open the Appointments module.

2. Click the Clock icon at the top of the calendar.

3. Click on the "Follow-Up" tab.

4. Click "Create Reminder".

5. A form will appear. Complete the following fields:

   • Type — select the reminder delivery method from the dropdown

   • Days — enter the number of days after the last visit when the reminder should be sent (for example: 30, 60, or 90 days)

   • Services — select "All" or specific services

   • Clients — select "All" or specific clients

   • Custom Message — enter a personalized message for the reminder

6. Click "Save".

Note: Once configured, the reminder will be sent automatically after the selected number of days has elapsed since the client's last recorded appointment.