Help Docs
Postings and Docs to help you make the best of our services
Adding Users to your Account
Additional users are unique logins for multiple people that are using the same account. This way, each person that is accessing the account has their own login and permissions.
Appointment Reminders Upload Service
The Appointment Reminders Upload Service is a downloadable application that can be installed on your local windows machine.
It will allow you to automatically upload files to us when it sees a new file in the folder that you specify. The folder can be on a workstation, server, or shared drive.
Appointments – Add Appointments Though the Website
Appointments can be added several different ways. In this topic, you will learn how to add appointments directly through the web interface.
Calendars – Event View
How to Read The Event View for your Linked Calendar When you click on the calendar icon from your list of linked calendars, you will
Calendars – Linking a Google Calendar to Our Site
This topic will provide info on linking a Google Calendar to our website to easily send call, text, or email Google Calendar Reminders. Before you
Calendars – Scheduling Appointments and Adding Customers
Add Appointments through Your Linked Google Calendars Schedule appointments through your Linked Google Calendars Have reminders go out automatically. You can also click on the
Calendars – Sharing a Google Calendar
Follow these steps for sharing a Google Calendar with us. Sharing a Google Calendar is the first step to using your calendar to send Google
Caller IDs – Creating, Validating, and Using
Set Up Caller IDs So Your Calls Originate From Your Office Number You will be able to associate your Caller ID with your phone call
Company – Customization
Company Customization: Customize your company by adding your Time Zone, Logo, Colors, Web URL etc… To get to the Company Customization page, ensure that you
Contact Lists – Upload your contact list through the Website
Upload a Contact List Before you can upload your contact list, you need to create or export one. Your contact list will be a .csv
Creating multiple Reminders for an Appointment
You can create multiple reminders for an appointment very easily. This will allow you just schedule the reminder one time and then have the system
Customers – Add Customers through the Website
Learn how to add customers using the website Customers can be added several ways. In this topic we will show you how to add customers through
Data Extract – Extracting Necessary Data
This post has information on extracting data from any scheduling software Overview: In order to pull data from your scheduling software, you will need to
Distribution Lists – Creating
This post has info on creating and sending appointment reminders to distribution lists through the website. You can create distribution lists through the website by
Export a Contact List from Outlook or Google
This topic will show you how to export your contact list from Outlook or Google into a CSV file. How to export from Outlook: Follow
How do I cancel my account?
This post has info on how to cancel your account With our services, there are never any contracts, set-up fees, or cancellation charges period. If
Import Files – Uploading Programatically
How to Upload Import Files Programatically We provide the ability for you to upload import files with your appointment information programatically by calling a secure
No Reminder List – How it Works
The No Reminder List The No Reminder List is a list of your customers who have requested to NOT have reminders sent to them, or
Payment and Billing Information
Payment/Billing Information What Type of Payment Do We Accept? What kind of payment types do we accept? Visa MasterCard American Express Discover Diners Club JCB
Reminder Schedule – days/times to send reminders
Reminder Schedule The Reminder Schedule page allows you to set the days and times that your reminders will be sent. By default, your reminders will
Reminder Types – Creating and Editing
Reminder Types Contain the Content of Your Reminders A Reminder Type can be a Call, Text, or Email. You can have as many Reminder Types
Reminders – Real Time Reporting on Your Reminders
The Reminders Page – View Reminders in Real Time The Reminders Page will let you view reminders that you have scheduled. It includes details on
Repeating a Phone Call Reminder Message
How do I allow my customer to repeat the message in a phone call type reminder? A phone reminder will always repeat the message twice
Reports – Nightly Emailed Reports
Receive Nightly Emailed Reports You can set up reports to be nightly emailed reports with details of all of the reminders that went out for
Reports – Structure and Content
Report Structure and Content We have several reports that can be emailed to you on a nightly basis The Report Types are: Reminder Results :
Spanish Mapping
Spanish Mapping of Reminder Types Spanish Mapping allows you to set up a Spanish version of a “Reminder Type” Below is a link to a
Test Mode – Testing Your Account
If you have Test Mode enabled then no reminders will be sent. Why should I use Test Mode? Test Mode allows you to upload files,
Text Blocks – Creating and Editing
Creating and Editing Text Blocks for use in your Text Message, Call, and Email Reminders What is a Text Block? A Text Block is simply
Triggers – Creating and Editing
How to Create and Edit Triggers on your Reminder Types What Are Triggers? Triggers allow you to create multiple reminders for an appointment or send
Voice Files – Our library of prerecorded voice files
We offer an extensive library of prerecorded voice files that you can use in your Phone Call reminders free of charge Our extensive prerecorded voicefile
Voicefiles – Creating and Editing
How to Create, Edit, and Use Voice Files Voice Files are used in your Phone Call Reminders. There are several types of voice files that
Website Overview and New Company Walkthrough
How to Configure your Company for the First Time You will soon learn just how easy and how flexible our Website is to use. To
Why my text messages don’t originate from my CallerID?
This post contains information on Caller IDs for text messages. We use an internal Caller ID (long-code) for text messages (SMS). SMS (texts) originate from
