# Reminder

The **Reminder Addon** allows you to automatically send reminder notifications before an appointment takes place.\
This addon helps reduce no-shows by reminding **customers** or **agents** about upcoming appointments.

The Reminder Addon includes **two main types of reminders**:

* **Email Reminder:** Send reminder emails
* **SMS Reminder**: Send reminder text messages

Each reminder type can be configured independently, including recipient, sending time, and message content.

### 1. Email Reminder&#x20;

#### Email Reminder Overview

<figure><img src="https://3654694329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOokiT38oKvyMtYds88Kp%2Fuploads%2FxUwfIv9zf2T0uwsqYEfL%2FScreenshot%202026-02-05%20at%2010.34.22.png?alt=media&#x26;token=ed954f67-b981-4164-81b8-8467c27b6db5" alt=""><figcaption></figcaption></figure>

The **Reminder** screen allows you to manage all reminder notifications sent before an appointment starts.\
Here, you can view, enable, disable, and manage reminders for both **customers** and **agents**.

The reminder list is divided into two sections:

* **Email Reminder to Customer:** Displays all email reminders that will be sent to customers before their appointments.
* **Email Reminder to Agent:** Displays all email reminders that will be sent to agents, helping them prepare in advance.

Each reminder item shows:

* The reminder title
* The scheduled sending time (for example, *Before 1 day*)
* A toggle to quickly enable or disable the reminder
* Action icons to edit or delete the reminder

#### Create a New Reminder

To create a new reminder, click the **+ New Reminder** button in the top-right corner.

<figure><img src="https://3654694329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOokiT38oKvyMtYds88Kp%2Fuploads%2FnaQCwvxBeiqg37Mcc5PL%2Fimage.png?alt=media&#x26;token=e5c3713c-474a-4128-b8a5-8a43b82d4808" alt=""><figcaption></figcaption></figure>

**Send Reminder**

* **To Customer:** Send the reminder to the customer who booked the appointment.
* **To Agent:** Send the reminder to the assigned agent.

You can select only one recipient type for each reminder.

**Reminder Title**

* **Reminder Title:** Enter a name for the reminder to help you manage it easily (for example: *Tomorrow Reminder*).

**Reminder Will Be Sent**

* **Time Before Appointment:** Choose when the reminder should be sent relative to the appointment time (for example: *1 day before appointment*).
* **Send At:** Select the exact time the reminder will be sent.

**Email Content**

* **Subject:** Define the email subject line.
* **Heading:** Set the main heading displayed in the email content.
* **Message:** Customize the reminder message sent to the recipient.\
  HTML formatting and placeholders can be used to personalize the content.

**Preview & Placeholders**

* **Preview:** Displays a real-time preview of the reminder email as it will appear to the recipient.

<figure><img src="https://3654694329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOokiT38oKvyMtYds88Kp%2Fuploads%2FpuO3Nm3fuXUrSp2GtOiB%2Fimage.png?alt=media&#x26;token=2cb7e8e8-95f4-4cb5-a236-e43b2fa78fb7" alt=""><figcaption></figcaption></figure>

* **Placeholders:** View and copy available placeholders to dynamically insert appointment, customer, or agent information into the subject, heading, or message.

<figure><img src="https://3654694329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOokiT38oKvyMtYds88Kp%2Fuploads%2FuwaFpqfISC4kG1Os2G1a%2Fimage.png?alt=media&#x26;token=e24c36ff-f88d-4e0b-acda-d576b4f6893f" alt=""><figcaption></figcaption></figure>

### 2. SMS Reminder

#### SMS Reminder Overview

The SMS Reminder screen is similar to the Email Reminder screen and allows you to manage all SMS reminders.

<figure><img src="https://3654694329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOokiT38oKvyMtYds88Kp%2Fuploads%2FhuKG3LcjcA7nmE4FczQD%2Fimage.png?alt=media&#x26;token=0d445ce1-708c-40a5-b3d8-a48a8abf65e0" alt=""><figcaption></figcaption></figure>

On this screen, you can manage all SMS reminders used to notify customers or agents before an appointment.

SMS reminders are divided into two sections:

* **SMS Reminder to Customer**
* **SMS Reminder to Agent**

Each reminder includes:

* Reminder title
* Sending time (e.g. *1 day before appointment*)
* Enable/Disable toggle
* Action icons to edit or delete the reminder

To create a new SMS reminder, click **+ New Reminder**.

After clicking **+ New Reminder**, the SMS reminder configuration screen will appear.

#### Create a New Reminder

**Send Reminder**

Choose who will receive the SMS reminder:

* **To Customer**
* **To Agent**

**Reminder Title**

Enter a reminder title to help you identify this reminder in the dashboard.\
This title is for admin use only and will not be sent to recipients.

**Reminder Will Be Sent**

Configure when the SMS reminder will be sent:

* Select how long before the appointment
* Select the sending time

**Message**

Enter the SMS content that will be sent to the recipient.

You can use placeholders to personalize the message

**Preview & Placeholders**

* **Preview**: Shows how the SMS message will appear on a mobile device.

<figure><img src="https://3654694329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOokiT38oKvyMtYds88Kp%2Fuploads%2F3gZrhvK9049PBbAUjbR0%2Fimage.png?alt=media&#x26;token=dda78dc0-f1f9-4b15-b86b-c55e6618d3c8" alt=""><figcaption></figcaption></figure>

* **Placeholders:** View and copy available placeholders to dynamically insert message.

<figure><img src="https://3654694329-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOokiT38oKvyMtYds88Kp%2Fuploads%2FLSWUTaCfMMu70jIStWcX%2Fimage.png?alt=media&#x26;token=8048bc9a-3939-4b98-bbad-028c09b25ea9" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note: Before using SMS Reminders, you must configure and verify your [Twilio](https://docs.yaycommerce.com/bookster/~/revisions/5Kg2eXV3ylfjiZsmzOLG/addons/twilio-sms) credentials.
{% endhint %}
