Basic Integrations
Our basic integration offers 3 different options to integrate your data with our appointment reminder services. These are all included with or standard package or above. The express accounts will only allow you the web-interface option.
Web Interface
Easily add customers and schedule appointment reminders directly through our easy to use web interface.
You can completely customize your appointment reminders through our easy to use web interface. Create multiple Appointment Reminder Types and choose when to send them out. You can also customize the replies to your customers responses.
You can check the delivery results and replies in real-time as well as download the results to a file.
There is much more you can do in with the Web Interface. Browse our help files for more information.
Everything is accessible online and there is no software to install or maintain.
Check out this quick tutorial to see how easy it is to use!
Link Your Google Calendar
You can easily link your Google Calendar and schedule your appointment reminders directly through it. Once you set up the linking, everything is done through your Google Calendar. There are a couple different ways to do it.
Option 1 – If your customer is already in the customer list, you can simply add their name in the appointment title and it will send out your reminder.
Option 2- You can simply add a “TAG” in the title or description of the appointment. Tags look something like this <text Joe Smith 3031234567>.
Check out our tutorial on scheduling reminders through a linked Google Calendar here!
Upload Files
One of the simplest ways of integrating is to upload files. You can upload excel or csv files with just some basic information.
These files are just simple files that contain one row for each reminder. The only info we need is name, phone number, and appointment date/time. There are additional fields that you can send if you want such as reminder type, preferred language, and custom data to include in your reminders.
These files are very simple to create and upload and you can be up and running within just an hour or two!
Take a quick peek at our tutorial on Uploading Files
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