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How to setup appointment reminders

How to send automatic text reminders before a Lightspeed R-Series work order's Date In.

Written by Brett Lang

These reminders are for Lightspeed R-Series work orders, not bookings made through Ikeono Appointments. For appointment bookings, see Getting Started with Appointments.

  1. Click on your name (top right) > Account settings.

  2. Scroll down on the lefthand side menu and click on Appointment Reminders under Lightspeed R-Series.

  3. Configure Appointment Reminders settings.
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    ​Reminder message: In the message body, enter the text your customers will receive to remind them of their appointment.
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    Use the smart fields in purple to fill in the necessary details and add a personal touch.


    ​Send timing: Select how far in advance the reminder should be sent. You can choose:

    24 hours before

    48 hours before

    This timing is based on the workorder’s Date In field.
    ​
    ​Turn on reminders: Check the Enabled box to start sending reminders. If this is unchecked, reminders will not be sent, even if everything else is set up.
    ​

  4. Click Save.

  5. In Lightspeed, make sure to check the Send Reminders checkbox.

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