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.
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Mark commented
See suggestions below:
Calendar/Task/Reminder Report Reminder/Notification
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.
560 votes Status: Under review
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Mark commented
See suggestions below:
Calendar/Task/Reminder Report Reminder/Notification
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.
560 votes Status: Under review
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Mark commented
There are at least two more enhancement requests like this one. The one below is already started:
Automatic Email or Text Message Appointment Reminders
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.
272 Votes Status: Started
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Mike Kivlehen commented
Please add.
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Timothy James McNeely commented
Started Mar 12, 2012. It's now well past that. I wonder if RedTail will give us an update on this?
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Mitchell Keil commented
Thread started April 8 2011 and still counting!! Redtail, do you really read any of our concerns? As Anonymous wrote: "it's like asking if your calendar has Mondays." None of us thought to inquire about something so basic to any calendar function. Get 'er done, already!!
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Anonymous commented
I am shocked to find that the Redtail calendar does not have alarm functionality. Through all my CRM due diligence I never thought to ask because I thought that would be like asking "does your calendar show Mondays?" We are likely going to cancel our subscription because of this. Could not be more disappointed.
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Julie commented
This can be done by 1-enabling emails when tasks are assigned to you or 2-by creating a team notice (under manage site preferences), and then when creating the task, click notify team.
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Rick O Helbing, CFP, ChFC commented
I would like an email sent to me 1-2 hours before appointment, is that possible?
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kathy commented
Yes I just called on this exact issue. Redtail NEEDS audible alert. SOON rather than LATER
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Timothy James McNeely commented
Yes Please! This would be a great feature!
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Jake K. commented
I agree. Too expensive. If Redtail is going to use an integration, they should add something less expensive.
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Timothy James McNeely commented
Demand force now integrates with Redtail and will send out reminders (and a few others things) for about $300.00 a month. Seems a bit steep is you ask me.
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Joan Runke commented
For those of you who need a solution now, here's an interim option for you: set up a "team" as yourself under the title of "TASK for *** to remember". You will get an email and you can set up follow-up reminders through your Outlook or other email program. This isn't a solution for everyone if you don't use Outlook, but might work for some.
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Anonymous commented
utomatic Email or Text Message Appointment Reminders
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.
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Anonymous commented
This is imperative!
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christine commented
When is this going to be available? Says it was started 9 months ago.
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Timothy James McNeely commented
Hello? RedTail? Are you listening?
Reminders would be great! Have in-app notifications for my iOS app too. That would be great!!!!
And we need email reminders for appointments. I would like to be able to do this when I set an appointment for a contact. Give them the ability to confirm. I should be able to send out and email depending on what kind of appointment it is.
If its a review, my review letter / email should go out. If its a new prospect, I should be able to send out a prospect letter / email.
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bob drury commented
This is long over due. Any update yet from Redtail?
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Matt Mitcham commented
By the way this is a common option in most CRM's including ACT and Maximizer.