Table of Content
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Click the ( + CONFIGURATION ) button.
Follow the below.
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Note: If the configuration is active, you must click the ( INACTIVATE ) button in the bottom right corner of the page.
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Select the Deleteoption from the Action ( ⋮ ) icon for the desired Configuration.
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Apply Defaults - Click the ( APPLY DEFAULT ) button to apply the previously defined default setting for this section.
Set As Default - Click the ( SET AS DEFAULT ) button if you have adjusted the branding and want to set it as the default.
Follow the steps below to adjust the different sections of the Variables page.
Next - After completing all changes, click the ( NEXT > ) button.
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Add a variable - To add an additional Variable to this configuration, click the ( + VARIABLE ) button.
Edit a variable - Hover over the desired Variable and click the edit/pencil ( 🖉 ) icon.
Delete a Variable - To delete a Variable, hover over the desired Variable and click the ( Ⓧ ) icon.
Note: If you want these changes to be the default, Click the ( SET AS DEFAULT ) button.
Variable name - Enter the name for this Variable. Value - Enter the value to be presented when this Variable is used. Click the ( SAVE ) button. |  |
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Add a link - To add an additional Link to this configuration, click the ( + LINK ) button.
Edit a link - Hover over the desired Link and click the edit/pencil ( 🖉 ) icon.
Delete a Link - To delete a link, hover over the desired Link and click the ( Ⓧ ) icon.
Label - Enter the label name that will be displayed along with the link. Link - Enter a valid URL or phone number to be presented. Click the ( SAVE ) button. |  |
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Next - After completing all changes, click the ( NEXT > ) button.
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Apply Defaults - Click the ( APPLY DEFAULT ) button if you do not need to add or edit the existing Branding or links.
Set As Default - Click the ( SET AS DEFAULT ) button if you have added or updated any Branding and want to set them as the default Branding.
Follow the steps below to adjust the different sections of the Branding page.
Next - After completing all changes, click the ( NEXT > ) button.
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Status - Select what the status of the appointment will be after the button is clicked. Button Label - Enter the label for the button. Redirect URL or Phone Number - Enter a valid URL or phone number. Click the ( SAVE ) button. |  |
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Follow access Access the Appointment Reminder app as instructed above.
Click on History in the left side panel.
Select the desired Configuration
A list of past appointments is displayed with the option to add new appointments.
Click the Action ( ⋮ ) icon.
Follow the instructions in the Reminder Configuration Actions section to perform the following action:
Communicate
Update Status
Edit
Delete
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