Defining a Reminder Email

You must define a reminder email template before you can send email appointment reminders.

Important:  

• You must configure appointment reminder settings on the Business Information window before you can send email reminders.  Click here for instructions on how to configure these settings.

• You must set up the Millennium.Mail Service before you can send email reminders.  Refer to the Millennium Services Setup Guide for instructions.

1. Select Marketing > Form Letters.

The Form Letters window displays.

2. Click New.
3. Complete the following:

1. Type "Appointment Reminder" in the Form Letter Name field.

2. Select Exclude Missing Addresses to prevent Millennium from sending reminders to clients who do not have an email address entered in their profile.

3. In the Email Format field, specify the format (HTML or RTF) to use for the emails.

4. Complete the following to define a client selection to use for the reminder email:

1. Click New next to the Client Selection field.

The Client Selections window displays.

3. Type "Appointment Reminder Email" in the Selection Name field.

4. Move to the Basic Info tab and select Contains Email.

5. Click Save and close the Client Selections window.

The Form Letters window displays.

5. Click Insert Tag and select one of the tags under Appointment Info > Appointment Reminders.

Important:  You can only use the tags located under Appointment Info > Appointment Reminders for reminder emails.  In addition, you cannot type text or insert images into reminder emails.

6. Click Save.

More Info:  Click here for instructions on how to send appointment reminders.

related links

Configuring Appointment Preferences

Sending an Appointment Reminder