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