Custom Messages (Call or Text) from Google Sheets Spreadsheet

Now, you can easily send automated appointment reminders (call or text) from a very simple Google Sheets spreadsheet. You can easily send any customized message to all your patients -- CALL or TEXT.

You can learn about the free Google Sheets spreadsheet here.

How do we send texts?  We can auto-detect if the phone number you entered is a valid mobile phone or a land line.  If it's a mobile phone and you want us to send a text message reminder, we'll do it.

STEP 1: If you haven't already, sign up for our Free Trial 

 

STEP 2: Create a new spreadsheet with 4 columns for names, phone numbers and message types.

NOTE: You'll have to tell us the Message Codes you'd like to use for your calls or texts.  

Example:

FOLLOW might say "You are due for a follow up appointment, please press 2 to schedule your appointment now."

LABS might say "You are due for Lab work, please call the office to schedule it now."

 

STEP 3: Download as Comma Separated Variable (.csv) Type

In order to get the file to us, you'll need to download as a

Comma Separated Variable format by selecting

File > Download as > Comma Separated Variable as shown.

 

STEP 4: Upload and Schedule your Calls or Text Messages

You're done - now you can upload and schedule your messages to go out by following these steps:

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