This article explains how to create an Appointment Reminder in AMS+. Appointment Reminders are automated messages sent to clients, prospects, or agents via email or SMS text message before a scheduled meeting. They are typically used with Appointment Schedulers to help reduce no-shows and improve meeting attendance.
For more on Appointment Schedulers, including training and related resources, see this feature overview.
Requirements
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Manage User and Sales Enablement Visible permissions.
How to create a reminder
Note: Appointments made through an Appointment Scheduler use the time zone of the scheduler's device at the time of booking. Appointments created via Activity will use the time zone associated with the primary address on the scheduler’s record. If no address is present, the system defaults to Eastern Time.
- Go to My Agency Settings.
- Open the the Appointment Reminders setting and select the ADD NEW REMINDER button.
- In the Reminder Details, first set the Activity Type.
Only Activities matching this type will qualify for the reminder.
- Set the Send Before the Appointment Time.
Specify how many days, hours, and minutes before the appointment the reminder should be sent.
- Choose the delivery method: Email or Text.
Text messages can only be sent during allowed timeframes. To adjust text message timing:
- If you belong to a Security Group with the Manage Users permission, go to Settings > Users > Sales > Edit User > Sales > Account > Text Messages Are Allowed Between.
- If not, users can adjust their own window via My Account > Account > Text Messages Are Allowed Between.- Choose the recipient: Record, Assigned Agent, or AMS+ User.
- When ready, select the CREATE button to finish setup.