Welcome to GoReminders! This video will provide you with a quick overview and help you schedule appointments, set reminders, and edit your settings. It will take you from a brand new GoReminders user to proficient in just a couple of minutes. We hope you enjoy this quick tour of the ins and outs of GoReminders!
How to Use GoReminders: Quick Tutorial
Welcome to GoReminders! This guide will walk you through the basics of using our platform to streamline your appointment management and customer communications.
Getting Started
When you log in to GoReminders, the first screen you’ll see is the New Appointment form. Here’s how to create an appointment and set up automated reminders:
Create an Appointment
Client Information: Enter your client's name, phone number, and/or email address.
Appointment Details: Specify the date and time of the appointment.
Save: Once saved, the appointment details are stored, and reminders are automatically scheduled based on your settings.
Viewing Appointments
Navigate to the Calendar page to view all appointments.
You can switch between different views: Agenda, Day, Weekly, and Monthly.
Editing Appointments
Click on an appointment to edit details, update status (confirmed, rescheduled, requested, or canceled), send a message, delete the appointment, or view payment requests.
Messaging and Reminders
Messaging
Go to the Messaging page to see all sent reminders and client replies.
You can reply to messages directly from this page, ensuring seamless communication.
Blast Messages
Use the Blast page to send group messages to all clients or selected groups.
This feature is useful for collecting feedback, offering promotions, and re-engaging clients.
Customize Reminder Messages and Timing
Access the Settings page to configure when reminders are sent.
To customize the timing and content of reminders:
From Settings > Reminders, select the reminder to edit under "Message Templates."
Modify the reminder text to tailor it to your client's needs or specific appointment contexts. Customize your reminder messages with Template Tags to dynamically include client names, appointment details, and more.
Click Save to apply changes.
Scroll down to the "Message Sequences" section and add up to three reminders.
Set up the first reminder immediately after creating the appointment or a specified time before it. Additional reminders can be scheduled or disabled as needed.
Save your Message Sequence.
Confirmations
Add confirmation, reschedule, or cancellation instructions if necessary. To include confirmation options in your automated reminders, follow these steps:
Navigate to Settings > Reminders in your GoReminders account.
Scroll down to the Confirm, Reschedule, and Cancellations section.
Check the boxes in the instructions that you would like to add.
Scroll down and Save your changes to apply updated instructions.
Notifications
Configure notifications for confirmations, reschedules, and cancellations to be sent via email or text.
Set up self-reminders for your appointments.
Additional Features
Add Locations, Staff Members, Services, and Labels to categorize and personalize messages further.
Collect payments and automatically send payment reminders.
Upload files and photos to appointments or customer profiles.
Tips for Saving and Verifying Changes
Always click Save after making changes to confirm updates.
Send a test reminder to ensure adjustments are reflected accurately and meet your requirements.
Use the More section to create additional user logins with customizable permissions.
Need additional help?
If you have any questions or need assistance, please contact us by clicking the chat head at the bottom right of the GoReminders website. We’re here to help!