How to create an Appointment Reminder in AMS+

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.

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 Users permission.
• You must have at least one email template created and set up to send reminders via email. Learn more.

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 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.

• Email:
  • You'll be prompted to select an existing email template.
• Text:
  • You'll be prompted to enter the text message body.
  • If you belong to a Security Group with the Manage Users permission, go to My Agency Settings > Users > Sales > Edit User > 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.

Legacy components

The following content applies only to accounts still using Sales Records. If you're unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes "+ Enhanced Records" (e.g., Accelerate + Enhanced Records). If your package does not include "+ Enhanced Records," this section applies to you.

Legacy components in this section:

• Sales Enablement Visible permission — accounts using Sales Records

Sales Enablement Visible permission

To access Appointment Reminders settings, you must be assigned to a Security Group with the Sales Enablement Visible permission.