Appointment Reminders Upload Service
The Appointment Reminders Upload Service is a downloadable application that can be installed on your local machine. It can be used in conjunction with our "Appointment Reminders Integration Service" or separately in order to upload files and download reports.
It can be downloaded from this link
This is a zip file and it contains the following help docs
- "How to Install the AppointmentReminders Windows Service.docx" This document will help you through the installation process.
- "How to configure the AppointmentReminders.com Upload Service". This document will provide information on the configuration of the service.
How to configure the AppointmentReminders.com Upload Service
1. You can either edit the Config.ini directly or use the AppointmentRemindersCOM Configuration Utility which should have installed into your program files.
2. Choose the INI file where you installed the application. It should be called Config.ini
3. Configure your Upload Settings
a. Use Custom Processing – Set this to “True” if we do any custom parsing of your file on our end. If you simply send us a preformatted import file, set this to “False”
b. AppointmentReminders.com Username – This is the username for your account
c. AppointmentReminders.com Password – This is the password for your account
d. Choose Import Folder – This is the folder where we will look for your imports. If you have multiple locations, they will be created as subfolders within this folder.
e. Choose Log Folder – This is the folder where we will write log files. You can reference these log files if you have any issues with the service.
f. Choose Processed Folder – This is the folder where we will copy your import files after we upload them.
g. MULTIPLE LOCATIONS - If you have multiple locations, you can add them here. When you send us imports, you will save the import files in the specific location folders.
4. Configure Your Download Settings
a. Enable Downloads – You can check this box if you would like to automatically download reports. These reports can be opened in excel or programmatically parsed by your software.
b. Choose Downloads Folder – Select the folder where you would like the reports saved.
c. Reminder Results - Reminder Results - Contains the results of the reminders that were sent.
d. Reminder Summary - Contains the number and type of reminders that were sent.
e. Failed Reminders - This report is sent at the end of the day (whenever your reminders stop) and gives you a list of the reminders that were not delivered.
f. Download Time – The automatic downloads will occur once per day. If you select a time that is 9AM or earlier, the reports will be for the previous day, otherwise they will contain the data for the current day.
a. You can open log files with this viewer. Log files contain information that may help in troubleshooting if you have any issues with the service.
6. SAVE BUTTON
a. Make Sure you click the SAVE button after your changes. The Save Button will save all of your values and then STOP and START the Appointment Reminders Upload Service.