Customize Form Reminders

PracticeQ allows you to send an automated reminder when your clients do not submit a form after a certain period of time has passed.

Set Up Your General Reminder Template

1. Click More → Settings.
2. Select the Emails tab.
3. Click the three dot icon and select Form Reminder Email.
4. Choose when to send the form reminder. Specify a number of days after the form has been created, or a number of days before the appointment. Note: The second option only works if an appointment date was set when sending the form.
5. To customize the contents of the form reminder email, check the box labeled Customize Form Reminder Email and edit the subject line and email body.

Note: You can also customize the SMS reminder message when a form is originally sent via SMS. Find the SMS message templates under More → Settings → SMS.

Customize Your Templates Per-Form

Customize the form reminder on a per-form basis as well. 

1. Click My Forms and open the form template editor.
2. Click the three dots icon → Settings. 
3. Select the Other Messages tab.
4. You will see options for setting email and/or SMS form reminders for the specific intake questionnaire. When enabled, these will override the default form reminders.