In this article we cover:
Overview
Client Shift reminder can be setup to automatically trigger sms notification to client for upcoming shift. The sms is sent to the client X number of days before the shift based on reminder setting.
To configure a reminder navigate to Account menu on the left-hand side. In the selection list under Account, click on Reminders.
You'll see list of Reminders' documents previously created, on the next page. If you want to update a reminder, click on edit, or if you want add a new one click on the blue 'New' button below.
From the drop-down menu choose Client Shift SMS for the Target. In the number of days set a positive number for a reminder to be sent X days before the shift. In the Content area write the message you want the invoice reminder recipient to receive.
Controlling who receives the SMS reminders
By default the SMS reminders are enabled for every client. Individual clients can be excluded from the automated reminders. If Enable SMS Reminders are ticked then the client will be included in the messages.
The Enable SMS Reminders setting is on the client's details page, in the Settings module.
Which shifts will trigger a reminder message
A published shift shift that falls in reminder timeframe (normally 1 day beforehand) will be included in the notification. This includes pending shifts but not unpublished shifts.
When are the reminders sent
The reminders are sent via sms daily, around midday AEST.
Personalisation
There are a number of personalisation values you can add to the message, these include:
{client_name} - Client's display name
{staff_name} - Name of staff working on the shift
{shift_date} - Date of shift
{shift_time} - Time of shift (start and end times)
{shift_start_time} - The scheduled start time of the shift only (i.e. not the end time)
{shift_end_time} - The scheduled end time of the shift
{shift_address} - Location/address of shift
{shift_type} - Type of shift
{client_date} - Date the client is scheduled to start the shift
{client_time} - The start and end time the client is scheduled on the shift. In certain cases this can be different to shift_time, so using this field will provide more accuracy to your message.
Once you have written the message for the Client Reminder click on the Save button
Upcoming shift reminder template
For example, to send a Client sms shift reminder the message you might choose to send could be:
Hi {client_name} you have a {shift_type} appointment at {client_time} tomorrow with {staff_name} at {shift_address}. Please reply 'Yes' to confirm your appointment, or call our office to reschedule.
Or a more simple option could be:
Hi {client_name}! A quick reminder about your {shift_type} at {client_time} tomorrow. See you then!
💡Note: If sms is more than 150 characters then it will be broken up into 150 characters each and you will charged for each sms separately.
SMS replies
Things to note regarding the replies to the automated SMS messages:
Your clients can reply to the SMS messages, SMS replies are sent to the account owners email.
Replies cannot be turned off.
The replies are listed in the shift events history.