Sending Email Appointment reminders
Contents
In the "Appointments Manager" you can email an appointment reminder to a client.
>> To email a Reminder for an appointment
1.Click on the Appointments tab.
2.Select the date the appointment occurs on. (If you don't know off hand which date the appointment is for then view all appointments for the client (see Adding, Viewing and Modifying Appointments) and note the date of the particular appointment you want to send a reminder for.)
3.Select the appointment in the list of appointments by clicking on it.
4.Click on the Email Reminder button beneath the "Appointment Notes".
5.A new email will be loaded and displayed ready for you to send.
If, for the client you are reminding, you had entered an email address in their "Client Details" then that email address will be pre entered for the email. Otherwise you will need to enter an email address for the email manually. You will also need to enter your name on the email signature. Apart from that nothing else needs to be done before sending the email, although of course you can make any changes to it that you want before sending it in the normal manner.