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How to setup appointment reminders

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Written by Parnia Alborzi
Updated over a month ago
  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.

    Reminder message: In the message body, enter the text your customers will receive to remind them of their appointment.

    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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