Setting up the Reminder Schedule

These settings need to be set up in conjunction with the settings saved in the Settings tab.
Setting up the Reminder Schedule
1

Copy settings from Bp Allied

1. Copy settings from Bp Allied
If Email and SMS reminder information is already set-up in Bp Allied then click this button to copy the settings over. Only the blank fields need to be filled unless a setting is incorrect in which case it should be corrected.
2

No of days to send in advance

2. No of days to send in advance
This sets when the reminder email or SMS is to be sent, for example, Monday = 1, therefore reminders for Tuesday's appointments will be sent. Friday = 3, therefore reminders for Saturday, Sunday and Monday will be sent. Reminders are only sent once.
3

Reminder Schedule

3. Reminder Schedule
Reminders are sent to a Client only once but they can be scheduled to be sent twice a day. This enables reminders for any added or changed to appointments be sent out after the initial batch of reminders are sent for the day.
4

SMS Replies Schedule

4. SMS Replies Schedule
Enabling this option allows for replies to SMS reminders to come back into Bp Allied. The replies are located in the Incoming Messages screen.
5

Email Tasks List

5. Email Tasks List
Enabling this option allows a daily email to be sent to staff with outstanding tasks.
6

Update Schedules

6. Update Schedules
Click to update any changes made to the schedule tasks above. This enters them into the Windows Task Scheduler for you.
 
7

Save & Close

7. Save & Close
Save changes and Close Bp Allied Scheduler
Ensure that Windows Task Scheduler is closed before doing this (only if it has been opened).
8

Send Reminders Now

8. Send Reminders Now
Click to send any outstanding scheduled reminders now
9

Cancel

9. Cancel
Click Cancel to Close and not save an Settings
10

Settings tab

10. Settings tab
Click the Settings tab to change the Email or SMS setup information.