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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Steve Glasberg commented
5,10,15,20,25,30, minute Dropdown Alert Options
There should be the ability to choose a Dropdown to have an alert go off closer to the final activity time,phone call, or task. The currently available 30 minute option (with alerts every 5 minutes) is insufficient and annoying. I would like the ability to have 1 alert (popup) closer to the final time (particularly for phone calls or tasks)
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Matthew commented
If you're looking for a reminder platform then please reach out to Appointment Reminder. https://appointmentreminder.info/contact - Can integrate with your existing systems.
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Venus Torres commented
Love this idea ! would be helpful and a time saver; not having to always add a separate task.
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Erika commented
When entering an appointment it would be a nice feature to have a box to click if the client would like a reminder phone call. This should automatically generate a TASK on a designated day (editable by each user as to if that shows up 1 day ahead on the calendar or the Friday the week before, etc.) to make a reminder phone call.
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Luke Brown commented
Now that we have a decent RT app it would be great to no longer rely on Outlook for calendaring and improving the alerts would allow our office to do this. We need different settings for the time before the activity to alert us, more audio options for the alert, and some sort of pop-up window on our pc's as well. It would also be wonderful if the app could offer similar options for mobile devices.
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Anonymous commented
This would be an important enhancement for sure!
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Carina commented
I'm curious as to where this is at in the process. It says "under review", but I get asked daily when I am scheduling appointments if I can text them to remind them. It would be nice if this was automated.
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Laurette Dearden commented
Would love for my clients to receive a text reminder for upcoming appointments!
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Katie Peake commented
Yes! Specifically the ability to automatically send text reminders to clients 24 hours before their appointment would be a GREAT addition.
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Brittany Farris commented
This would be extremely helpful to our firm since Redtail does not currently integrate with some of the appointment reminder systems available on an automated basis (according to our research).
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Audrey commented
Currently alert notifications appear 30 minutes before a calendar appointment. It would be extremely helpful if this could be customized to say 5 minutes before an activity will start.
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Ryan commented
The Calendar needs upgrading bigtime. Should be able to see what your tasks are without having to dig into each specific day. As it is now- scheduling on mobile is impossible.
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Grace commented
Can reminders be set for different times before activity...for example a sound alert only reminds us 30 minutes before, can we have different selections, like 15 minutes, 20 minutes and snooze
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Pat Lanotte commented
Having a flashing alert at bottom or in the middle of screen would be helpful. Independent of outlook, in the Redtail program.
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Anonymous commented
This should be axiomatic
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charles commented
Tara comments other places that this is on its way......but no go. In most of the feedback sections calendar reminders are number one yet they somehow avoid the elephant in the room (except for Tara)
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Jackie A commented
Any progress yet???
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Matt Karis commented
Allow notifications of meetings to advisor via text message
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Perry Nocifora, CFP commented
I would like to modify the alert notification period so that 5 minutes before a call, appt., web conference, or task is due, I get an alert. Current alerts only allow for 30 minute advance notice and I often get engrossed in other projects and miss my conference, call, task, etc.
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Tony A commented
ability to have audible alarms for scheduled items...with warnings that pop up and create a sound. Many CRMs have this feature