Customizing Form Reminders
Sarah Morosko avatar
Written by Sarah Morosko
Updated over a week ago

You can set up an automated reminder that is sent to your clients/patients when they don't submit a form after a certain period has passed. The form reminder can also be programmed to be sent a few days before a client's appointment date.

For a greater degree of customization, you can also change the default form reminder email template. Here is how to set this up:

  1. Navigate to "More > Settings > Emails

  2. Click on "..." to reveal additional settings, shown below:
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  3. Choose when to send the form reminder. You can specify a number of days after the form has been created, or a number of days before the appointment. Note that the second option only works if an appointment date has been informed when sending the form.

  4. To customize the contents of the form reminder email, check the "Customize Form Reminder Email", and change the subject line and email body.

You can also customize the SMS reminder message, which is used when a form is originally sent via SMS. You can find the SMS message templates under "More > Settings > SMS".


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