SimplyBook.me Appointment Reminder Calls and Texts (Simply Book Me)

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This article will show you how to send customized professional reminder phone calls or text messages to all your SimplyBook.me patients or clients.  If you want to send affordable appointment reminder calls and texts from SimplyBook.me, you can use the service from 1-800 Notify by simply exporting your Detailed schedule report to an Excel file and uploading it to your HIPAA secure account.  It's very easy to setup and use. Once you get going, it just takes about 3 minutes a day to call all your clients!

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STEP 1: Export your Detailed schedule report to an Excel file. 

1.1 Bring up the Calendar and pick the date for which you want to send reminders.

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1.2 In the left menu, select Detailed Report under the Reports section, then click Export to Excel.

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1.3 Make sure you know where the Excel file is being saved (you'll need to find it to upload it to 1-800 Notify), and rename the file to the date of the appointments.

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STEP 2: Upload the Excel file to your account in 1-800 Notify and schedule when to start the calls or texts.

https://1800notify.zendesk.com/hc/en-us/community/posts/201904339 

 

 

 

 

 

 

 

 

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