Method Community

I have already set up some email templates for me to send to clients when I schedule a consultation with them.  The template confirms the appointment date, time, and location, etc.  What I would like to do as well is set up an auto-reminder for the client a day or two in advice of the consultation.  For instance, the day before the consultation, they would get an email reminder with all of the same details as the previous email mentioned.   Is this functionality possible?  The ability to set the send date for a future/delayed email?  Seems like it would be same functionality as the Reminder emails that go out from different tables, but not sure how to program this. 

Thanks for the assistance!

Hi BLCPA,

It isn't possible to automate this. The Activity table reminders that get sent out to your users are configurable by clicking on Edit Table... for the table under Customize > Tables / Fields, but the coding is done on the back-end. There's no way to replicate it on a screen level.

You could create a second activity 2 days before the appointment to remind yourself to send out an email, and use your template for that, but that's the best I can recommend at this time.

- Justin

Hi Justin,

I have alot of clients asking for this functionality. Can it be put on the "Wish List" list?

Fran

Fran & BLCPA,

I've put a feature request in for this. I will post back here with any updates.

- Justin

That will be awesome!!!

hi blcpa :)

you wrote you have set up some email templates to send to clients when you schedule a consultation with them...

do you mind to copy and paste it please??

i am looking also for this template

Thank You so Much!!!

Natalie 

Greetings.  

I am just starting to program this but here is the idea that i have to get reminders out there.  

Insert into the access table a field called sent1 and another field called sent2 and make them a yes/no field

Make the programming to do the following. 1. Look for the activities that are two days ahead of the appointment. 2. When method finds those activities and if the sent1 field does not have a check mark then send out those emails if the send1 had a check mark then dont send them. When method sends the reminders have it mark the send1 field.  3. A day before the appointment have method look for activties one day before and if it finds any to check to see if there isa sent2 day marked.  if its not marked then send the reminders out, if its not checked then send them out and update the sent2 field to yes.  4. Inserthis this program into a screen load of the screen that first shows up.

What do you think? 

John M

Hi John,

This makes sense and sounds good to me!

Best,

Brittany