You are accessing documentation for Bp Allied version 6. This is not the latest version of Bp Allied.
Support for this product will cease on 1 February 2021
 
 
 
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Version 6 Published 18 May 2020  Bp Allied Support is available Monday to Friday, 9am to 5pm AEST
Email: alliedsupport@bpsoftware.net  Click Remote Support from within Bp Allied for assistance  
Phone:  For support in Australia, call 1300 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand call 0800 401 111 and select option 3 for Bp Allied.  Next, select option 1 for Support or Option 3 for Training

QG - How to send Reminders

Reminders can be set-up for a client in two ways, either:
 
To send a Reminder(s)
From the lefthand menu pane
Open the Reminders Module
In the Reminders tab
Select the date to send the Reminders for from the calendar displayed
 
The reminders that need to be sent for the appointment date selected are displayed. The type of reminder to be sent is ticked.
 
To send, either
Click the ... send button to individually send a reminder. This ticks the SMS or Email Sent tickbox in the Appointment.
 
OR
Click Send All SMS to send all SMS reminders at once
 
And / Or
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.
 
Click here to see full details on the Reminders screen