Overview
Reschedule reminder rules help ensure that visits which need to happen again are flagged based on the criteria you define. In this Settings section you set the conditions—category, store state, store tag, visit type, visit status, and custom form—that determine when a reschedule reminder applies. This keeps important follow-up visits from slipping through the cracks.
Before You Start
You need administrator access to Settings. Decide which combination of category, store state, tag, visit type, status, and form should trigger a reschedule reminder before you configure the rule.
How to Set Reschedule Reminder Rules
- Click your profile in the top-right corner, then click Settings.
- Scroll down to the Reschedule Reminder Rules section and open it.
- Select a Category from the list.
- Select the desired Store State.
- Choose the relevant Store Tag.
- Choose the relevant Visit Type.
- Select the desired Visit Status.
- Select the relevant Custom Form.
- Click Save to store your configuration.
Tips and Things to Know
- Combine the criteria to target exactly the visits that need rescheduling.
- Reminders help follow-up visits from being forgotten.
- The lists here draw on your store, visit, and form configuration, so set those up first.
- Review the rules as your operational needs change.
Frequently Asked Questions
The combination of category, location state, tag, visit type, visit status, and custom form you define.
They flag visits that need to happen again so important follow-ups aren’t missed.
From your location, visit, and form settings, so configure those before building the rule.