Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
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2 results found
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Cancel and No show Appointments
When a client cancels and no show appointment or does not show up it would be nice to have the availability ability to "cancel" & "No show" appointment not just deleting the appointment.
We need to be able to track the people who cancel and do not show up for appointment.
714 votesThis can currently be accomplished through the use of Activity Category and Activity Types. Reach out to our training team at training@redtailtechnology.com for more information!
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Automatic Email or Text Message Appointment Reminders to Clients
Could Redtail generate a reminder email (or even text message) to clients 24-48 hours prior to a scheduled appointment? The reminder would be generated by the calendar appointment and be sent to the email or phone number within the linked contact screen.
3,612 votesWhile this is not a native feature of the CRM, we are excited to work with robust partners that are innovating in the fintech space that meet this need. GReminders is one such company that we recommend checking out.
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