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File Import

Upload whatever your system exports — CSV, Excel, TSV, or any delimited format — and start sending reminders in minutes. The system remembers your mappings, so after the first time it's just upload and go. Most businesses spend less than 10 minutes a day. Need a format we don't support? We'll build a custom parser for you.

Key Features

Universal Compatibility

Export from any EHR, PMS, CRM, or spreadsheet — CSV, Excel, TSV, or any delimited format. If your system produces it, we can import it.

Remembers Your Mappings

Column mappings are saved from your first import. After that, just upload and go — no re-mapping needed.

Handles Cancellations Automatically

Upload your latest file and any appointments removed since the last import are automatically cancelled in Appointment Reminder — no manual cleanup needed.

Custom Fields in Reminders

Import custom data like provider name, location, or preparation instructions into custom fields and use them in your reminder templates.

Bulk Upload

Import hundreds or thousands of appointments in a single upload — ideal for daily or weekly batch workflows.

HIPAA-Compliant Processing

Uploaded files are encrypted, processed in a secure environment, and never stored longer than necessary.

How It Works

1

Export Your Appointments

Export a file from your existing system — CSV, Excel, TSV, or whatever format it produces — with columns for client name, contact info, and appointment date/time.

2

Upload & Map Fields

Drag your file into Appointment Reminder and confirm the column mapping. After your first import, mappings are remembered — just upload and go.

3

Reminders Go Out

Clients receive SMS, voice, or email reminders on your chosen schedule — start your free trial to see it work.

All Features
SMS, email, voice & more
Pricing
Simple plans from $29/mo
HIPAA Compliance
BAA included
How It Works
Setup in 3 minutes

Frequently Asked Questions

We're not limited to CSV — you can upload whatever file your EHR, PMS, or scheduling system exports. CSV, Excel, TSV, and other delimited formats all work. If your system produces a format we don't support out of the box, we can build a custom import parser for you. At minimum your file needs client name, phone number or email, and appointment date/time. You can also include custom fields like provider, location, or preparation instructions to use in your reminder templates.
Yes. You can delete a previous import and all its associated appointments will be removed.
Upload your latest file with the cancelled appointment removed, and Appointment Reminder automatically detects it's no longer in the file and cancels the reminder. No manual cleanup required.
Yes. Map any extra columns in your CSV to custom fields. These can then be used as merge tags in your reminder templates — for example, provider name, room number, or preparation instructions.
No hard limit. You can upload thousands of appointments at once and the system processes them within minutes.
Most businesses complete their daily import in under 10 minutes. The system remembers your column mappings from previous uploads, so after your first import it's just drag, drop, and done. Reminders start going out immediately.
File imports are done manually — most practices upload daily or weekly depending on their volume. The process is fast because mappings are remembered, so it's just a quick upload each time.

Ready to reduce no-shows?

Connect File Import and start sending automated reminders in minutes. Free 14-day trial — cancel anytime.

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