Clients love automated text reminders, and we ensure it’s seamless for your staff. No fuss, just efficiency!
Appointment Reminder has seamlessly integrated with hundreds of Redtail clients, offering a fully automated reminder system. Many commend the efficiency of our Redtail integration, as staff appreciate its automation without the need for intermediary solutions such as Zapier.
Most firms using Redtail predominantly rely on our platform for email and text reminders. For elderly clients who may not use mobile devices, voice reminders can also be used.
You have complete control over the message content. Customize the text, email, and voice messages to fit your needs. You will also choose which Activity Types from Redtail will get reminders so you only send reminders to those appointments that are needed.
Absolutely! You have the flexibility to determine the timing of your messages. Whether it’s an email confirmation immediately after booking, a text reminder the day before, or any other schedule, our platform offers high customization to fit your needs.
Of course! You can map different Redtail Activity Types to different “Message Sequences” so you can send different messages and different timings if you need for each different activity type.
We will update Redtail with the client response. We’ll also email and you can view any replies in our Inbox. Like most other things in Appointment Reminder all these options can configured or disabled depending on your needs?
Yes all reminder communication will be logged in Redtail to show the details of the reminder that was sent. You can also have the communication sent to an email address for email archiving purposes.
Absolutely. You have the ability to set up multiple auto-response options. So, if a client wishes to cancel an appointment, for instance, an automatic reply can provide them with a link to reschedule.
Yes! If you want to create a scheduling link similar to Calendly then you can do this inside Appointment Reminder as well with no added costs.
Absolutely. At Appointment Reminder, we prioritize your data’s safety. We adhere to industry-standard security practices, ensuring that your data remains protected. Our system undergoes regular security scans to detect and prevent potential vulnerabilities. Importantly, we only use your data within the platform, and it is never exploited for other purposes. Should you ever choose to discontinue using our platform, rest assured that all your data can be thoroughly removed, preserving your privacy and peace of mind.
Go to our pricing page to see pricing. You can start a FREE trial and then request a Zoom call if you need help getting setup.
Learn what that tech speak means for you
Our Redtail CRM integration goes two ways. That means that we pull information from Redtail, and Redtail pulls information from us.