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How to ensure patients still receive pre-appointment messages if they make a last minute booking
How to ensure patients still receive pre-appointment messages if they make a last minute booking

What happens to my scheduled email/SMS if a patient books at the very last minute?

Updated over a week ago

Many of our users send pre-appointment preparation emails including reminders and patient forms. But what if a patient books at the last minute, will they still receive these important communications?

For example - let's say you SMS your new patients a patient intake form 1 day before the appointment, but the patient books in within 6 hours of attending. The SMS will not send, as it was scheduled to go a whole 24 hours before the appointment.

To get around this issue, there is a setting on the 'Before an appointment' trigger in both the SMS builder and the transactional email trigger builder.

Simply tick the box that says "Send this message immediately if the patient books last minute"
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This means exactly what it says - if the patient books in within the sending window then the message will send right away so that your patient doesn't miss out on any important information ahead of their appointment.

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