The most common uses for item reminders are to send post-surgery follow-ups and vaccine booster reminders.
The communication method can be via email, text, or robo call. The communication could be sent a day after the appointment, 3 weeks later, 6 months, etc. The duration/sending schedule after a completed appointment is customizable for each message set up.
The item reminder communication is triggered to go out based on the line items on an appointment. This means you can send an item reminder email/text for any service or product that an animal received.
- Aftercare reminders for surgery or other procedures
- Heartworm preventative refill purchase reminder
- Annual heartworm test reminder
- Vaccines due reminder
For a client to receive the item reminder communication, the following must be applicable:
- The exact line item used in the communication set up for the reminder, must be present on the animal’s appointment.
- The animal’s appointment must be in a checked out status.
- Only the client the animal’s appointment was scheduled under will receive the reminder.
- The client must be opted in to receive the communication.
Item reminders cannot be used to notify clients of services a pet has never received before and may need.
The next section will go over recommendations for setting up vaccine reminders. This page will go over how to set up an aftercare and post surgical check in email.
