| I-Clarity Version: i-Clarity | Views: 124 |
You can set the system to automatically send appointment confirmations and reminders. You can create different messages for different appointment types, E.g. you may want to include a reminder to wear contact lens’ for an aftercare appointment.
- In the Branches tab of Maintenance, click on the 'Appointment Confirmations' button. This will open a new window. (Please note: There is also an appointment confirmations button in the “Appointment Types” tab. This will update the appointment confirmation communication for the branch you are logged in to only.)
- Click on the Appointment Type Specific Confirmations button. This will open a new window.
- Select the appointment type from the dropdown list.
- Select the communication type from the dropdown list.
- Click add
- Once the communication has been added to the list, double click in the content box to open the communication window. This will open a new window depending on which communication type you have selected.
If your communication type is an email the following window will open where you can fill in your email subject and email body.
If you want to add personal information in the subject line you can add merge fields by clicking on the “Add Merge Field” button next to the subject line and double click on the required merge field.
Please note: this merge field button only works for the subject line. To insert merge fields in the body of the text use the “Add Merge Feld” button at the bottom of the window.
You can add links to your email by clicking on “insert” then “link”. This will open a new window.
You can add merge fields to the body of your email by clicking on this add merge field button and dragging the appropriate field across to the main body of the email.
SMS
If the communication type is an SMS, the following window will open where you can enter the body of the text message.
To insert merge fields, click on this “Select Merge Field” button. Double click on the desired merge field
