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.
While 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.
Claudia Miletic commented
When I create an activity a notice goes out in that instant. I would like to know if there is a way to set up a reminder for a specific time-frame. In some cases I’d like to be reminded of a meeting the day before in order to prepare for it. Other times, I’d like to set up a reminder 1 hour prior if I need to make a call to a client.
Adam Cmejla commented
I would change this question somewhat--I would ask for a way to customize the reminder. Some appts I'd like 60mins notice, others would be only 30mins, others would be a day in advance, etc...
Laura Stone Shifflette commented
Great idea. We usually duplicate our appointments in Outlook currently due to its reminder feature, which seems kind of silly.