Account Settings 5 How to Add Additional Users to Your Account How Do I Cancel My Account? Payment and Billing Information Reminder Schedule – Days and Times to Send Reminders Test Mode (Disabling Live Reminders)
Connecting Your Data 4 Appointment Reminders Upload Service Adding Appointments Through the Website Interface Google Calendar – Linking a Google Calendar Integrating Into Your EMR
Google Calendar 3 Google Calendar – Event View Google Calendar – Linking a Google Calendar Google Calendar – Scheduling Appointments & Adding Customers
Appointment Reminders 5 Creating Multiple Reminders for an Appointment No Reminder List – How it Works Reminder Types – Creating and Editing Repeating a Phone Call Reminder Message Text Blocks – Creating and Editing
Customers/Patients 3 Adding Customers Through The Web Portal Distribution Lists Export a Contact List From Outlook or Google
Text Messages 2 How To Send Text Messages to Customers/Patients Why Text Messages Don’t Originate From My Caller ID
Reports 4 The Reminders Screen – Real Time Reporting on Your Reminders Reports – Downloading Programmatically Reports – Nightly Emailed Reports Reports – Structure and Content
Phone Call Reminders 3 Caller IDs – Creating, Validating & Using Voicefiles – Creating and Editing Voice Files – Our Prerecorded Library