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Appointment Reminders (SMS)

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Updated 4 months ago
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user-guide

Appointment Reminders (SMS)

Quick Reference: Automated SMS reminders to reduce no-shows and improve attendance

šŸ“‹ TL;DR - Quick Start

  1. Navigate to Settings → Appointments → Reminders
  2. Toggle Enable SMS Reminders to ON
  3. Configure timing options:
    • ā˜‘ļø 24 hours before appointment
    • ā˜‘ļø 3 hours before appointment (recommended)
    • ☐ 1 hour before appointment (optional)
  4. Select SMS template for each timing
  5. Preview merged message
  6. Save settings
  7. Test with fake appointment to yourself
  8. Monitor delivery in Messages → SMS Log

Result: Automated reminders sent before every appointment - no manual work required


What are Appointment Reminders?

Definition

Appointment Reminders are automated SMS messages sent to clients before their scheduled appointments, reducing no-shows and late arrivals without manual effort.

Purpose

  • Reduce No-Shows: Industry average 15-25% → 5-8% with SMS reminders
  • Increase Attendance: Clients appreciate reminders in busy lives
  • Save Time: Automated (vs calling every client manually)
  • Improve Client Experience: Professional, convenient communication
  • Reduce Revenue Loss: Every no-show = lost revenue + wasted time slot

How It Works

  1. Client books appointment for Mon 15th March at 2:00 PM
  2. System automatically calculates reminder send times:
    • 24h before: Sun 14th March at 2:00 PM
    • 3h before: Mon 15th March at 11:00 AM
  3. At calculated times, Aestheticc sends SMS via Twilio
  4. Client receives reminder, replies CONFIRM or calls to reschedule
  5. You see delivery status and replies in Messages inbox

Benefits of SMS Reminders

Quantified Impact

Industry Research:

  • No-Show Reduction: 60-75% reduction in no-shows (Source: Healthcare SMS studies)
  • Response Rate: 90%+ of SMS opened within 3 minutes (vs 20% email open rate)
  • Cost-Effectiveness: Ā£0.08 per reminder (2 SMS) vs Ā£2-5 per phone call

Example ROI (100 appointments/month): | Metric | Without Reminders | With SMS Reminders | Improvement | |--------|------------------|-------------------|-------------| | No-Show Rate | 20% (20 missed) | 8% (8 missed) | 60% reduction | | Revenue Lost | £4,000/month | £1,600/month | £2,400 saved/month | | Staff Time | 5 hours/week calling | 0 hours (automated) | 20 hours saved/month | | SMS Cost | £0 | £16/month (200 SMS) | Net savings: £2,384/month |

Annual Savings: Ā£28,608 (Ā£2,400/month Ɨ 12 months)


Enabling Appointment Reminders

Step 1: Navigate to Settings

From Dashboard:

  1. Click Settings in left sidebar
  2. Click Appointments tab
  3. Scroll to Reminders section

Step 2: Enable SMS Reminders

Master Toggle:

  • Toggle Enable SMS Reminders to ON
  • Turns blue when enabled
  • All future appointments will receive SMS reminders

Disable Globally:

  • Toggle OFF to stop all automated reminders
  • Existing scheduled reminders for upcoming appointments will still send (stop individually if needed)

Step 3: Configure Reminder Timing

3 Timing Options Available:

Option 1: 24 Hours Before (Recommended)

Purpose: Primary reminder, gives client time to reschedule

Checkbox: ā˜‘ļø Send 24 hours before appointment

When It Sends:

  • Appointment: Mon 15th March at 2:00 PM
  • Reminder sent: Sun 14th March at 2:00 PM

Best For:

  • All appointment types
  • Standard reminder giving 1 day notice
  • Industry best practice

Pros:

  • āœ… Early enough to reschedule without stress
  • āœ… High confirmation rate
  • āœ… Reduces Sunday-scheduled appointments no-showing on Monday

Cons:

  • āŒ Some clients forget again between Sunday and Monday

Option 2: 3 Hours Before (Highly Recommended)

Purpose: Final reminder, catches last-minute forgetfulness

Checkbox: ā˜‘ļø Send 3 hours before appointment

When It Sends:

  • Appointment: Mon 15th March at 2:00 PM
  • Reminder sent: Mon 15th March at 11:00 AM

Best For:

  • All appointment types (especially high-value treatments)
  • Final "leaving for clinic soon" reminder
  • Most clinics use this as PRIMARY reminder

Pros:

  • āœ… Top-of-mind (client likely to remember 3 hours later)
  • āœ… Last chance to reschedule same-day
  • āœ… Lowest no-show rate when used

Cons:

  • āŒ Too late to fill slot if client cancels

Option 3: 1 Hour Before (Optional)

Purpose: Very last reminder for chronic late clients or high-value appointments

Checkbox: ☐ Send 1 hour before appointment

When It Sends:

  • Appointment: Mon 15th March at 2:00 PM
  • Reminder sent: Mon 15th March at 1:00 PM

Best For:

  • High-value treatments (Ā£500+)
  • Clients with history of lateness
  • VIP clients deserving extra attention

Pros:

  • āœ… Absolute final reminder
  • āœ… Catches "on the way" clients running late

Cons:

  • āŒ Can feel excessive (3 SMS = Ā£0.12 cost)
  • āŒ May annoy clients if overused
  • āŒ Too late to fill slot if cancelled

Recommended Timing Strategy

Standard Clinics (Most Common):

  • ā˜‘ļø 24 hours before
  • ā˜‘ļø 3 hours before
  • ☐ 1 hour before (off)

High-Value/Luxury Clinics:

  • ā˜‘ļø 24 hours before
  • ā˜‘ļø 3 hours before
  • ā˜‘ļø 1 hour before (for Ā£500+ treatments only)

Budget-Conscious Clinics (Minimize SMS costs):

  • ☐ 24 hours before (off)
  • ā˜‘ļø 3 hours before ONLY

Chronic No-Show Problem:

  • ā˜‘ļø 24 hours before
  • ā˜‘ļø 3 hours before
  • ā˜‘ļø 1 hour before (all three)

Step 4: Select SMS Templates

For each enabled timing, select which template to use:

24-Hour Reminder Template:

  • Dropdown: Select "Appointment Reminder - 24h" (or create custom)
  • Preview shows merged message:
    Hi Sarah! Reminder: Botox - Forehead appointment tomorrow at 2:00 PM with Dr. Smith. Reply CONFIRM or call 020-1234-5678. - Glow Aesthetics
    

3-Hour Reminder Template:

  • Dropdown: Select "Appointment Reminder - 3h"
  • Preview:
    Hi Sarah! See you in 3 hours for Botox - Forehead at 2:00 PM. Call 020-1234-5678 if running late. - Glow Aesthetics
    

1-Hour Reminder Template:

  • Dropdown: Select "Appointment Reminder - 1h"
  • Preview:
    Hi Sarah! Your Botox - Forehead appointment starts in 1 hour (2:00 PM). See you soon! - Glow Aesthetics
    

No Templates Yet? Create templates first: SMS Templates Guide


Step 5: Save Settings

Click Save Reminder Settings button at bottom of page.

Confirmation:

"Appointment reminder settings saved! All future appointments will receive SMS reminders at selected times."


Step 6: Test Reminders

Create Test Appointment:

  1. Add yourself as client (use your mobile number)
  2. Create appointment for tomorrow at current time + 3 hours
  3. Wait 3 minutes (system checks for reminders every 5 minutes)
  4. Check your phone - should receive 3h reminder SMS

If No SMS Received:

  • Check Twilio is configured (Settings → Integrations → Twilio)
  • Check Twilio has credit (Twilio Console → Billing)
  • Check your phone number is correct in client profile
  • Check Messages → SMS Log for errors

How Reminder Scheduling Works

Behind the Scenes

Reminder Calculation: When appointment is created, Aestheticc calculates send times:

Example:

  • Appointment created: Fri 12th March at 10:00 AM
  • Appointment scheduled for: Mon 15th March at 2:00 PM

Calculated Send Times:

  • 24h reminder: Sun 14th March at 2:00 PM (24 hours before)
  • 3h reminder: Mon 15th March at 11:00 AM (3 hours before)
  • 1h reminder: Mon 15th March at 1:00 PM (1 hour before)

Queueing: Reminders queued in database with status "pending"

Sending: Every 5 minutes, Aestheticc checks for "pending" reminders due within next 5 minutes and sends them via Twilio.

Status Updates:

  • queued → sent → delivered (or failed if error)

Editing/Rescheduling Appointments

What Happens to Reminders?

Scenario 1: Appointment Rescheduled

  • Original: Mon 15th March 2PM → Reminder scheduled Sun 14th 2PM
  • Rescheduled to: Tue 16th March 3PM
  • Result: Original reminder canceled, new reminder scheduled for Mon 15th 3PM

Scenario 2: Appointment Cancelled

  • Appointment cancelled
  • Result: All pending reminders immediately canceled (status changed to "cancelled")

Scenario 3: Appointment Updated (Time Changed)

  • Time changed from 2PM → 3PM (same day)
  • Result: Reminders recalculated for new time (24h reminder now 3PM, not 2PM)

Client Reply Handling

Automatic Reply Keywords

When client replies to reminder, Aestheticc auto-processes certain keywords:

| Client Replies | System Action | Notification | |----------------|---------------|--------------| | CONFIRM, YES, OK, āœ“ | Appointment status → "confirmed" | You see "Confirmed" badge in calendar | | CANCEL, STOP | Appointment status → "cancelled" | You receive notification | | LATE | Appointment note added: "Client running late" | You receive notification | | RESCHEDULE | No auto-action (requires manual follow-up) | You receive notification to call client |

View Replies: Navigate to Messages → Inbox to see all client replies and respond.


Manual Reply Responses

When Client Asks Question: Client: "Can I move to 3pm instead?"

Your Response Options:

  1. Reply via SMS:

    • Messages → Inbox → Click client's message
    • Type response: "Yes, I've moved you to 3pm. See you then!"
    • Click Send
  2. Call Client:

    • Click phone number in message
    • Discuss rescheduling
    • Update appointment in system
  3. Update Appointment First, Then Confirm:

    • Reschedule appointment in calendar
    • Reply via SMS: "Done! Updated to 3pm Mon 15th March."

Reminder Delivery Tracking

View Sent Reminders

Navigate to SMS Log:

  1. Messages → SMS Log
  2. Filter by:
    • Type: Appointment Reminder
    • Status: Delivered, Failed, Pending
    • Date Range: Last 7 days, Last 30 days, Custom

Delivery Status

| Status | Meaning | Action Required | |--------|---------|-----------------| | Pending | Reminder queued, not yet sent (send time hasn't arrived) | None - will send automatically | | Queued | Sent to Twilio, awaiting delivery to mobile network | None - delivery in progress | | Sent | Delivered to mobile network | None - on its way to client's phone | | Delivered | āœ… Confirmed delivered to client's phone | None - success! | | Failed | āŒ Delivery failed (invalid number, phone off, etc.) | Check client's phone number, update if incorrect | | Undelivered | Mobile network rejected message | Check number validity (may be landline or disconnected) |


Failed Delivery Reasons

| Reason | Cause | Fix | |--------|-------|-----| | "Invalid phone number" | Number format incorrect (e.g., missing +44) | Update client phone: +44 7700 900123 | | "Phone number disconnected" | Client changed number | Ask client for current number | | "Unsubscribed" | Client replied STOP to previous SMS | Respect opt-out, use email/call instead | | "Phone turned off" | Client's phone off for >24 hours | Try again later or call | | "Landline detected" | Phone number is landline (can't receive SMS) | Update to mobile number |

View Error Details: Click failed message in SMS Log → Error details panel shows Twilio error code and suggested fix.


Opt-Out Management

When Client Opts Out

Client Replies: "STOP", "UNSUBSCRIBE", "OPT OUT"

System Action:

  1. Client's SMS consent status → "opted_out"
  2. All future appointment reminders stopped for this client
  3. Client still appears on calendar (just no SMS reminders)
  4. You receive notification: "Sarah Johnson has opted out of SMS reminders"

What Still Works:

  • āœ… Email reminders (if enabled)
  • āœ… Manual phone calls
  • āœ… Client can still book appointments
  • āœ… Client receives appointment confirmations via email

Re-Enabling SMS for Opted-Out Client

If Client Says "I Want SMS Reminders Again":

  1. Navigate to client's profile
  2. Scroll to Communication Preferences section
  3. Toggle SMS Reminders to ON
  4. Click Save
  5. Confirmation: "SMS reminders re-enabled for Sarah Johnson"

Result: Future appointment reminders will send again


Per-Client Reminder Override

Disable Reminders for Specific Client

Scenario: VIP client prefers no reminders (finds them annoying)

How to Disable:

  1. Open client's profile
  2. Communication Preferences section
  3. Toggle Send SMS Reminders to OFF
  4. Save

Result:

  • This client receives NO automated reminders
  • Global reminder settings still apply to all other clients
  • You can manually send reminders if needed

Enable Reminders for Specific Client Only

Scenario: Most clients don't want reminders, but one chronic no-show needs them

How to Enable:

  1. Disable global reminders (Settings → Appointments → Reminders → OFF)
  2. Open specific client's profile
  3. Toggle Send SMS Reminders to ON
  4. Save

Result:

  • Only this client receives reminders
  • All other clients don't receive reminders

Tip: Use this for "reminder exception list" management


šŸ’” Pro Tips

Timing Optimization

Best Practice Recommendation (Based on Industry Data):

  • Primary Reminder: 3 hours before (highest efficacy)
  • Secondary Reminder: 24 hours before (reinforcement)
  • Optional Reminder: 1 hour before (only for Ā£500+ treatments or chronic no-show clients)

Why 3 Hours Works Best:

  • āœ… Top-of-mind (client likely to remember 3 hours later)
  • āœ… Enough time to reschedule same-day if needed
  • āœ… Catches "on my way" clients
  • āœ… Lower cost (fewer SMS) with same effectiveness as 24h+3h+1h

Cost Management

Calculate Monthly SMS Cost:

Monthly Appointments Ɨ Number of Reminders Ɨ SMS Cost = Monthly Cost
100 appointments Ɨ 2 reminders Ɨ Ā£0.04 = Ā£8/month

Reduce Costs Without Hurting Attendance:

  1. Use 3h reminder only (not 24h + 3h + 1h)
  2. Disable for VIP clients who always show up
  3. Enable for no-show-prone clients only (track history)

Template Personalization

Standard Template (Generic):

Reminder: Appointment tomorrow at 2PM. Call 020-1234-5678 to reschedule.

Personalized Template (Better):

Hi Sarah! Reminder: Botox - Forehead appointment tomorrow at 2:00 PM with Dr. Smith. Reply CONFIRM or call 020-1234-5678. - Glow Aesthetics

Why Personalization Works:

  • 18% higher response rate with first name
  • Client knows what treatment (prevents "What appointment?" confusion)
  • Practitioner name builds familiarity ("I remember Dr. Smith!")
  • Clinic name in footer (especially if using generic Twilio number)

Handling Time Zones

Current Limitation: Aestheticc sends reminders based on clinic's timezone (set in Settings → Business Profile).

If Client Travels Abroad:

  • Client books appointment while in UK
  • Travels to Spain (1 hour ahead)
  • Receives reminder at clinic's time (may seem odd to client)

Future Feature: Client-specific timezone detection (based on phone number country code) - coming soon.


Weekend Appointment Reminders

Edge Case: Appointment on Monday 9AM

Reminder Timing:

  • 24h reminder: Sunday 9AM
  • 3h reminder: Monday 6AM (very early!)

Client Feedback: Some clients dislike SMS before 8AM

Workaround (Coming Soon): "Do not send reminders before 8AM" setting - currently in development.

Current Solution: Use 24h reminder only for early Monday appointments (skip 3h reminder to avoid 6AM send)


šŸŽÆ Use Cases

Use Case 1: New Clinic Launch (Establish Reminder Habit)

Scenario: Just opened clinic, want to reduce no-shows from day one

Reminder Strategy:

  1. Enable 24h + 3h reminders for ALL appointments
  2. Use warm, friendly template:
    Hi {firstName}! Excited to see you tomorrow at {appointmentTime} for {treatmentName}! Reply CONFIRM or call {clinicPhone}. - {clinicName}
    
  3. Monitor first month's no-show rate
  4. Adjust timing based on data (if 3h enough, disable 24h to save costs)

Result:

  • No-show rate: 7% (vs 20% industry average for new clinics)
  • Professional client experience from day one
  • Build trust with reliable communication

Use Case 2: High No-Show Rate Problem (60% Reduction in 3 Months)

Scenario: Current no-show rate is 22%, losing £800/week revenue

Diagnosis: No reminder system in place

Solution:

  1. Month 1: Enable 3h reminders only (test effectiveness)
    • No-show rate drops to 14% (36% reduction)
  2. Month 2: Add 24h reminders (double reminder)
    • No-show rate drops to 10% (54% reduction)
  3. Month 3: Add 1h reminders for high-value treatments (Ā£500+)
    • No-show rate drops to 8% (63% reduction)

ROI:

  • Revenue recovered: Ā£560/week = Ā£29,120/year
  • SMS cost: Ā£32/month (200 reminders Ɨ Ā£0.04 Ɨ 4 weeks) = Ā£384/year
  • Net savings: Ā£28,736/year

Use Case 3: VIP Client Exception Management

Scenario: 15 VIP clients who always show up complain about "unnecessary" reminders

Solution:

  1. Tag VIP clients in system (custom field: "VIP = Yes")
  2. Open each VIP client profile
  3. Toggle Send SMS Reminders to OFF
  4. Save

Alternative (Bulk Action - Coming Soon): Filter clients by "VIP = Yes" → Bulk action: "Disable SMS Reminders"

Result:

  • VIP clients happy (no annoying reminders)
  • Other clients still receive reminders
  • SMS cost reduced by 15% (15 VIPs Ɨ 2 reminders/appt Ɨ 4 appts/month Ɨ Ā£0.04 = Ā£4.80/month saved)

ā“ Common Questions

Q: Do reminders send for past appointments? A: No. Reminders only send for future appointments. If you create appointment for yesterday, no reminder sends.

Q: What if I create appointment less than 24 hours in advance? A: 24h reminder skipped (no time to send), but 3h and 1h reminders still send if appointment is >3 hours or >1 hour away.

Q: Can I customize reminder message per appointment? A: Not automatically. Reminders use selected template. However, you can manually send custom SMS to client before appointment via Messages → Send SMS.

Q: What if client books multiple appointments same day? A: Each appointment gets separate reminder (e.g., 2 appointments = 4 SMS reminders if using 24h+3h timing). Consider consolidating into one reminder message (manual send).

Q: Do reminders work for recurring appointments? A: Yes! Each recurring appointment instance gets its own reminders based on its specific date/time.

Q: Can I see which clients confirmed via SMS? A: Yes. Calendar shows "Confirmed" badge next to appointment if client replied CONFIRM. Also visible in appointment details.

Q: What happens if Twilio is disconnected? A: Reminders fail to send. Aestheticc logs errors and notifies you: "Twilio not configured - SMS reminders disabled."

Q: Can I send reminders via email instead of SMS? A: Yes! Email reminders available in Settings → Appointments → Reminders → Email Reminders section (separate from SMS).

Q: Do reminders count toward monthly SMS limit? A: Yes (if on subscription with SMS limits). Reminders are standard SMS messages charged at Twilio rates (~Ā£0.04 per UK SMS).

Q: Can I A/B test reminder templates? A: Not automated. Manual test:

  1. Week 1: Use Template A
  2. Week 2: Use Template B
  3. Compare no-show rates in Reports → Appointments → No-Show Analysis

Q: What if client's phone is turned off when reminder sends? A: Twilio retries delivery for up to 24 hours. If phone turns on within 24h, message delivers late. If still off after 24h, message fails.


šŸŽÆ Next Steps

After configuring appointment reminders:


šŸ†˜ Need Help?

If you need help configuring appointment reminders, contact support at: šŸ“§ support@aestheti.cc


Last Updated: 2025-11-10 Related Documentation: SMS Overview, SMS Templates, Appointment Scheduling

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