VisionScaper plans reminders for every appointment you book. You set the schedule once.

Settings → Reminders.

1. Open Settings → Reminders.
2. Under Reminders to your customers, set each rule: a number, a unit (minutes, hours or days) and the word “before”.
3. Tick the channels for that rule: Email, Text and In-app. Text is greyed out if it is not on your plan or not set up.
4. For customer rules you can narrow a rule to certain appointment types.
5. Under Reminders to you, add rules for yourself with + Add a reminder for… (the in-app channel is the starting choice).
6. Under When you book, move or cancel, tick whether to tell the customer automatically.
7. Tap Save reminder schedule. The screen tells you how many reminders it planned for upcoming appointments.

• Texts never go out between 9 pm and 8 am. A reminder that would land overnight is sent at 8 pm the evening before.
• Your plan may limit how many reminders each appointment can have. The screen shows the limit when you reach it (the number depends on your plan).
• You can change the schedule for one appointment when you book it.
• The wording is edited in Messages & alerts → Appointment reminder.

• Each visit’s editor shows a one-line summary of which reminders are planned.
• Reminders are rebuilt when an appointment changes and are never sent twice, according to the code notes.

• Text is unavailable. Messaging has to be set up first and your plan must include it.
• A reminder did not arrive. Check that the customer has the channel’s contact detail on file.

• Calendar: month view, list view and the day menu
• Subscribe to your schedule in Google, Apple or Outlook calendar
• Field work overview: the tabs and who sees them