Send Reminders

This screen allows you to manually send Appointment Reminders for a single day at a time. To customize the text shown in the reminder message or enable automated reminders, review your Company Settings.

To open the Send Reminders screen, hover over Schedule on the Tool Bar of Envision Cloud, hover over the Schedule Options, and select Send Reminders from the drop down menu.

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Date Range

Reminders will be sent to clients that have an appointment in the selected date range.

Delivery Method

Select how you want the reminders delivered. Options are to send via Email, SMS (Text Message), or both.

Send Confirmations Now

When this button is clicked, reminders will be processed and sent to clients based on the selected options.

 

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