GoReminders Quick Tutorial

Here's a quick rundown on how to use GoReminders to quickly schedule appointments with your customers. GoReminders allows you to easily and automatically remind your clients before their appointments.

GoReminders
Automatic text message & email appointment reminders

GoReminders.com





Transcript:
Today I’m going to give you a quick rundown of how to use GoReminders.

When you’re logged into GoReminders, the first thing you’ll see is the New Appointment form. To use it, simply start typing your customer’s name. If the customer doesn’t exist already, as you see here, they will be saved once you save the appointment. You only need to fill in the name and appointment date and time to save the appointment, and you’ll need to add an email address or cell phone number if you want your customer to get a reminder.

Now that I have saved my appointment, I can go to my Appointments page to view it. Right now, it’s my only upcoming appt, and I have options to edit it, delete it, or manually set the status as confirmed or as reschedule requested. You can see all of my past appts by clicking Past.

The default view for the Appointments page is the Agenda view, which shows you a list of your appointments in chronological order. There’s a Day view, a Month view, and we’re adding in a weekly view. You can click directly within these different views to create a new appointment on that date and time.

On the settings page, you’ll see options for your Reminder Schedule. This determines when your reminders get sent. You can have the first reminder sent immediately when you save the appointment, or any number of days or hours before your appointment. The second reminder can be sent after the first at a day or time that you choose, or you can disable it entirely.

Below the Reminder Schedule you’ll see your Reminder Template options. This is where you set up the reminder text that will get sent to your customers. You can include your own text here, along with links, and template tags. We recommend creating short links with bit.ly if you want to use a link to direct your customer to more information. You can insert template tags that include information like the name of your customer, date, time, and location of their appointment. You can setup multiple templates to meet all of your reminder needs. If you want, you can include Confirm and Reschedule instructions at the end of your reminder.

Below the Reminder Template options, you’ll see options for Notifications. This is where you control the default confirmation or reschedule notifications that can be sent to you via email or text message.

Don’t forget to save the settings page when you’re done making changes.

We have options for adding Locations, Staff members, Labels, and Services into your GoReminders account. Locations, Staff members, and Services can be added into your reminder template to personalize the messages further. Staff members can even get notifications sent directly to them. You can invite a staff member to view their appointments directly on calendar of their choice, such as Google Calendar. Labels are only for internal use, and can be used to remind your team about important information.

You’re now a proficient GoReminders user! We love when our users contact us with questions and feedback, and you can do so by clicking the little chat head in the bottom right of the GoReminders interface. Happy reminding!