Create New Appointment/Reminder

Watch Video Tutorial Here: https://youtu.be/hk98Fwrb3d8

1. Log into WooCMS

2. Go To Tools

Tools

3. Click on Appointment

4. Click on "Click To Login Appointment"

Login Appointments

This should open to a new tab and automatically log you into Appointment/Reminder Tool

5. Click on "Add Reminder"

Add Reminder
6. Fill out the information for the appointment and reminder 

7. Select days to be reminded on

Select reminder
Reminders will be sent out according to the days. For example, reminder set for "1 Day Before" will be sent out 1 days before the Event Date. You can select more than one option. 

8. Select the time of day to send the reminder on.

Reminder sent
Time next to reminder is the time when the reminder will be sent in your timezone. 

9. Select which lead to send the reminder to, and also select reminder method.

leads select
Email will send an email reminder. Call will send a call reminder to their phone if the lead does not pick up then a voicemail will be left. SMS will send a text message reminder to their phone.

10. Click on "Add Reminder" at the bottom

Add reminder
Now the system will take care of the rest and automatically send out reminders!

  • 25 Utilizadores acharam útil
Esta resposta foi útil?

Artigos Relacionados

Send Out Reminder Manually

Watch Video Tutorial Here: https://youtu.be/hk98Fwrb3d8 1. Log into WooCMS 2. Go To Tools 3....

Changing Email Reminder Logo

You can add your custom logo on the email reminder. 1. Log into WooCMS 2. Go To Tools 3. Click...

Powered by WHMCompleteSolution