Reminders

There are 4 types of reminders that can be set-up for a client: Email, SMS, Phone, or Letter. Bp Allied can be used to send email or SMS reminders based on a defined template. Phone and letter reminders need to be carried out manually, however, Bp Allied does allow for the confirmation that these reminders have been sent. Replies to SMS reminders can now be viewed within Bp Allied within the SMS Replies tab.

Reminders can be set-up for a client in two ways, either:

Permanently, by ticking the Reminders boxes in Client Details or in the New Client screen
Temporarily, by ticking the boxes when making an Appointment

Email and SMS reminders can be accessed via the Reminders button on both the Quick Access Toolbar or the Appointments toolbar. Reminder templates and options need to be set-up prior to being able to send these reminders.

SMS Delivery Status tab

This tab displays the SMS delivery results.

SMS Replies tab

This is a report that can be used to view any SMS replies that have been received by Bp Allied..

Appointment Date

Select the date to send the Reminders for

Reminders are usually sent one to two days prior to the appointment date
Fully Hosted customers can have reminders sent automatically

Reminders to be sent

The reminders that need to be sent for the appointment date selected are displayed.

The type of reminder to be sent is ticked

Send button

Click Send to individually send a reminder

This ticks the SMS Sent tickbox and/or Email Sent tickbox.

A copy of the message sent is saved into the Contacts (Phone/Email/SMS) section of Client Details.

If the message is sent via the Scheduler, then the Added by User field will say “Automated”.

Send All SMS button

Click Send All SMS to send all SMS reminders at once

A copy of the message sent is saved into the Contacts (Phone/Email/SMS) section of Client Details.

If the message is sent via the Scheduler, then the Added by User field will say “Automated”.

Send All Emails button

Click Send All Emails to send all email reminders at once

A copy of the message sent is saved into the Contacts (Phone/Email/SMS) section of Client Details.

If the message is sent via the Scheduler, then the Added by User field will say “Automated”

Edit SMS Template

These can no longer be edited from here. Reminder templates are edited from within Data Maintenance > Reminder Templates.

Edit Email Template

These can no longer be edited from here. Reminder templates are edited from within Data Maintenance > Reminder Templates

How to...

Scroll down to display the instructions on how to send a reminder