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Account Settings

12

Account Cancellation : How to Cancel Your Account
Account Settings : 2FA (Two Factor Authentication)
Billing : Payment and Billing Information
HIPAA Compliance
Image Files : Upload Images to Use in Email Reminders, Public Text Sign Ups, or SMS Compliance Application
Password Reset : How to Change Your Password
Reminder Schedule : Days and Times to Send Reminders
Test Mode : Stopping Your Reminders From Going Out
Text Messaging Compliance
Timezone : How to Change Your Time Zone
URL Shortener : AppointmentReminders.com Built-In URL Shortener
Users : Adding Additional Users to Your Account

Appointment Reminders

6

Image Files : Upload Images to Use in Email Reminders, Public Text Sign Ups, or SMS Compliance Application
Multiple Reminders : Sending Multiple Reminders for an Appointment
No Reminder List : No Call – No Email – No Text List
Reminder Types (Templates) : Creating and Editing
Sending Your First Reminder
URL Shortener : AppointmentReminders.com Built-In URL Shortener

Connecting Your Data

11

Adding Appointments Through the Website Interface
Appointment Reminders Upload Service
Contact Lists : Creating and Uploading
Data Extract : What Data Do We Need?
Google Calendar : Linking a Google Calendar
Import Files : Structure and Content
Integrating Into Your EMR
Jobber : Configuring Reminder and Maintenance Settings
Jobber : Connecting Jobber to AppointmentReminders.com
Reports : Downloading Programmatically
Reports : Structure and Content

Customers/Patients

5

Contact Lists : Creating and Uploading
Contact Lists : Export a Contact List From Outlook or Google
Customers/Patients : Adding Customers/Patients Through The Web Portal
Distribution Lists : Creating & Sending To
Google Calendar : Scheduling Appointments & Adding Customers

Customization

13

Caller IDs : Creating, Validating & Using
Custom Fields : Add Text Fields On-The-Fly
Dynamic Fields : Add Information On-The-Fly to Your Reminders
Email Customization : Adding Logo, Colors & Company Info
Image Files : Upload Images to Use in Email Reminders, Public Text Sign Ups, or SMS Compliance Application
Phone Calls : Repeating a Phone Call Reminder Message
Reminder Types (Templates) : Creating and Editing
Same Day Reminders : Sending One Hour (or 2,3,4 etc…)Prior to Appointment Time
Spanish : Adding Spanish Text Blocks & Voice Files
Text Blocks : Creating and Editing
Timezone : How to Change Your Time Zone
URL Shortener : AppointmentReminders.com Built-In URL Shortener
Voicefiles : Creating and Editing

Email Reminders

5

Caller IDs : Creating, Validating & Using
Email Customization : Adding Logo, Colors & Company Info
Image Files : Upload Images to Use in Email Reminders, Public Text Sign Ups, or SMS Compliance Application
Spanish : Sending Email Reminders in Spanish
Text Blocks : Creating and Editing

Google Calendar

8

Google Calendar : Event View
Google Calendar : Linking a Google Calendar
Google Calendar : Scheduling Appointments & Adding Customers
Google Calendar (Tutorial Series #1): First Steps to Integrate Google Calendar
Google Calendar (Tutorial Series #2): Send a Google Text Message Reminder 2 Days Prior to Appointment Date
Google Calendar (Tutorial Series #3): Send a Recurring Text Reminder Using Google Calendar
Google Calendar (Tutorial Series #4): Change Calendar Event Color Based on Response
Google Workspace (GSuite) – How to Change External Sharing Options

Import Files

3

Contact Lists : Creating and Uploading
Custom Fields : Add Text Fields On-The-Fly
Import Files : Structure and Content

Jobber

2

Jobber : Configuring Reminder and Maintenance Settings
Jobber : Connecting Jobber to AppointmentReminders.com

Phone Call Reminders

9

Caller IDs : Creating, Validating & Using
Failed Text Message Reminders : How to Roll to a Call Reminder
Phone Calls : Call Pronunications
Phone Calls : Repeating a Phone Call Reminder Message
Spanish : Adding Spanish Text Blocks & Voice Files
Spanish : Sending Call Reminders in Spanish
Text Blocks : Creating and Editing
Voice Files : Our Prerecorded Library
Voicefiles : Creating and Editing

Regulatory Compliance

2

HIPAA Compliance
Text Messaging Compliance

Reports

4

Reports : Downloading Programmatically
Reports : Nightly Emailed Reports
Reports : Structure and Content
The Reminders Screen : Real Time Reporting on Your Reminders

Spanish

5

Spanish : Adding Spanish Text Blocks & Voice Files
Spanish : Sending Call Reminders in Spanish
Spanish : Sending Email Reminders in Spanish
Spanish : Sending Text Message Reminders in Spanish
Spanish Mapping : Sending Reminders in Customers Preferred Language

Text Messages

9

Distribution Lists – Creating a Public Text Message Sign Up List with QR Code
Failed Text Message Reminders : How to Roll to a Call Reminder
Spanish : Adding Spanish Text Blocks & Voice Files
Spanish : Sending Text Message Reminders in Spanish
Text Blocks : Creating and Editing
Text Messages : Send Text Messages to Customers/Patients On-The-Fly
Text Messaging Compliance
URL Shortener : AppointmentReminders.com Built-In URL Shortener
Why Text Messages Don’t Originate From My Caller ID

Triggers

4

Failed Text Message Reminders : How to Roll to a Call Reminder
Multiple Reminders : Sending Multiple Reminders for an Appointment
Same Day Reminders : Sending One Hour (or 2,3,4 etc…)Prior to Appointment Time
Triggers : Creating and Editing

Tutorials

17

Custom Fields : Add Text Fields On-The-Fly
Distribution Lists – Creating a Public Text Message Sign Up List with QR Code
Failed Text Message Reminders : How to Roll to a Call Reminder
Google Calendar : Linking a Google Calendar
Google Calendar : Scheduling Appointments & Adding Customers
Google Calendar (Tutorial Series #1): First Steps to Integrate Google Calendar
Google Calendar (Tutorial Series #2): Send a Google Text Message Reminder 2 Days Prior to Appointment Date
Google Calendar (Tutorial Series #3): Send a Recurring Text Reminder Using Google Calendar
Google Calendar (Tutorial Series #4): Change Calendar Event Color Based on Response
Same Day Reminders : Sending One Hour (or 2,3,4 etc…)Prior to Appointment Time
Sending Your First Reminder
Spanish : Adding Spanish Text Blocks & Voice Files
Spanish : Sending Call Reminders in Spanish
Spanish : Sending Email Reminders in Spanish
Spanish : Sending Text Message Reminders in Spanish
Triggers : Creating and Editing
Website Overview and New Company Walkthrough

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Spanish

Spanish : Adding Spanish Text Blocks & Voice Files
Spanish : Sending Call Reminders in Spanish
Spanish : Sending Email Reminders in Spanish
Spanish : Sending Text Message Reminders in Spanish
Spanish Mapping : Sending Reminders in Customers Preferred Language

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Appointment Reminders for Businesses | AppointmentReminders.com

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