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Edit the Default Appointment and Recall Reminder Email Templates

Description

version 5.0 +

This article will guide you through opening and editing the template file that’s used when sending Appointment and Recall email reminders.

Step-by-Step

  1. Select the Appointment Book icon from the top tool bar.
  2. In the top right of the scheduler window select the Scheduler Reports/Utilities icon.
  3. Select the Utilities tab in the pop up menu.
  4. Then select the Email Templates button.
  1. Select either the apptemail (Appointment) or recallemail (Recall) line.
  2. Then select the Edit button.
  1. A text file will open in Notepad at this point so you can edit the wording of the email body.
Text surrounded with <<  >> are placeholders that auto-fill information when you send the email. You can move the placeholders or delete them but you can not change the wording within them.
  1. Once you are done making your edit, select the File menu in the top left corner.
  2. Then select the Save menu option. The changes are now live and you can test them by sending a reminder email.