How to setup an appointment reminder?

  • cjacksonhn
    Asked on September 26, 2020 at 4:41 PM

    I am creating a form for an office to automate their appointment reminders. What is the best way to send clients email reminders about upcoming appointments? The way I have it set up in the attached jotform is tedious because we have to change the appointment date/time before sending to each client. Is there an easier way? Thank you.

  • Jed_C
    Replied on September 26, 2020 at 7:27 PM

    Try Jotform's email reminder feature https://www.jotform.com/help/541-how-to-set-reminder-emails-for-your-forms and see if that works with your requirement.

    Let us know if you have any questions or if you need further assistance.

  • Karl_B
    Replied on November 8, 2021 at 7:56 PM

    @cjacksonhn

    Thank you for contacting JotForm Support

    Click Add Form Element
    1636418829 6189c50d77155  Screenshot 10
    on Form Elements > BASIC > Select Appointment
    1636418875 6189c53ba37ce  Screenshot 21

    Select Properties(Gear Icon)
    1636418941 6189c57d2a62f  Screenshot 32
    Appointment Properties > ADVANCED > Turn On Send Reminder Emails
    1636419002 6189c5baa69a5  Screenshot 43
    Once you Turn On the Send Reminder Emails > you can set the time when the notification will be sent to the client

    You can also customize the email reminder by clicking CUSTOMIZE REMINDER EMAIL
    1636419106 6189c6229acc0  Screenshot 54
    1636419251 6189c6b3984f5  Screenshot 65

    Guide Reference:
    https://www.jotform.com/blog/how-to-schedule-follow-up-appointments-and-reminders/
    For further concern, please don't hesitate to post your question on our Support Forum Page



    Thanks!
    Ken