Reminder App Configuration Guide

Owned by Bob Young
Last updated: Jan 30, 2024
7 min read

Overview

Each Reminder configuration will be linked to an active configuration from the Sangoma Appointment App. Each time a confirmed appointment from the linked configuration is approaching, a reminder message will be sent according to the specific settings.

Prerequisites

  • Messages sent from the selected SMS number may be blocked if the number is not associated with an active campaign in the SMS Campaign Registry application.

  • SMS numbers can be purchased and registered via the SMS Campaign Registry app..

  • A Sangoma Appointment App. configuration that is activated.

  • Appointments corresponding to this Appointment configuration that are confirmed .

Accessing Configurations within the Reminder App.

Reminder Configuration Actions

Add new Configuration.

  • Click the ( + CONFIGURATION ) button.

  • Follow the below.

Edit an existing Configuration.

Select the Edit option from the Action ( ⋮ ) icon for the desired Configuration.

Note: If the configuration is active you must click the ( INACTIVATE ) button in the bottom right corner of the page.

  • Select the section of the configuration to be edited at the top of the page.

  • Follow the below.

Delete an existing Configuration.

Select the Delete option from the Action ( ⋮ ) icon for the desired Configuration.

Note: You must delete any active appointments before you can delete a configuration.

Reminder Main Information

  • Reminder Name - Enter a name for this Configuration.

  • Appointment Configuration - Select an existing appointment Configuration that was created in the Appointment App.

  • Time interval - Enter a number of units when to send the reminder. Reminder Message (i.e. 2 Hours prior)

  • Units - Select either Hour(s) Prior, Day(s) Prior,Month(s) Prior .

Reminder Variables

Variables and Links are used to add additional information when communicating with the customer. This page displays the currently defined default Variables and Links.

  • 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 them as the default.

  • Follow the step below to adjust the different sections of the Variables page.

  • Next - After all changes have been completed, click the ( NEXT > ) button.

Add / Edit / Delete Variables

  • 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.

  • 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.

 

Reminder Message

Configuring the SMS Text Message

Variables - Variables can be added to the Reminder Messages that will be sent to confirm an appointment.

  • Click the ( SEE ALL VARIABLES ) button to see a list of available variables.

  • Variables can be added to the SMS Message the email subject line and email body.

  • To add a variable, enter an existing variable enclosed in double brackets. Examples {{appt_service}}.

SMS - For SMS messages that can be used for communication.

Enter the content and variables that will be sent to confirm the appointment.

Email - For Email messages that can be used for communication.

  • Subject - Enter the content and variables to be presented in the Email Subject

  • Message Body - Enter the content and variables that will be sent to confirm the appointment.

Allow Response - Select this option if you want to allow the recipient to respond to this Reminder. If you select this option a link will be added at the end of your reminder message. This will redirect the recipients to the response form that will be configured in the following steps in this wizard.

Next - After all changes have been completed, click the ( NEXT > ) button.

Reminder Branding

This page allows for configuring the Reminder response forms to match your desired branding. This option will only be available for configurations if the “Allow Response” option was checked in the Reminder Message step.

  • 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 step below to adjust the different sections of the Branding page.

  • Next - After all changes have been completed, click the ( NEXT > ) button.

This section allows for changing the logo displayed in the Reminder form.
To make adjustments:

  • Click the ( X ) icon to remove the existing logo.

  • Click the edit/pencil ( 🖉 ) icon and upload and add a new logo.

 

Title

This section allows for adjusting the color and font of the Title.
To make adjustments:

  • Click the edit/pencil ( 🖉 ) icon.

  • Click the ( SAVE ) button when changes are complete.

 

Reminder Buttons

This section allows for adjusting the color of the Buttons.
To make adjustments:

  • Click the edit/pencil ( 🖉 ) icon.

  • Click the ( SAVE ) button when changes are complete.

 

 

About Us

This section allows for adjusting the color of the links based on the actions taken.
To make adjustments:

  • Click the edit/pencil ( 🖉 ) icon.

  • Click the ( SAVE ) button when changes are complete.

 

 

Reminder Response Form

This section is used to adjust the content of the Response. Follow the steps below to configure the response form.

  • Response Title - Adjust the Title of the Reminder form.

  • Response Body - Adjust the content of the Response Body.

  • Response Actions - Adjust the response actions that the person can take.

    • Click the ( + OPTION ) button to add a new response button.

    • Click the edit/pencil ( 🖉 ) icon and adjust the Button label.

    • Click the ( X ) icon to remove an existing response button.

    • See below for more instructions on the edit/add button pop-up page.

  • Customer Feedback - Configure the message that will be displayed to the customer after they choose one of the Response Actions.

    • Confirmation Title - Enter the Confirmation Title.

    • Confirmation Message - Enter the Confirmation Message.

  • Click the ( ACTIVATE ) button after all updates have been completed to finalize the configuration and activate the form.

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.

 

How to view or update past Reminders

  • Access the TeamHub apps via http://teamhub-apps.sangoma.com and select Reminder in the left navigation bar.

  • 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 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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