Configuring Programme Reminders

Programme reminders allow you to send automated reminders to clients to complete their questionnaires and attend scheduled appointments.

Reminder settings are configured at programme level, allowing you to manage the timing and frequency of reminders across all groups.

Two types of reminders are available:

• Questionnaire reminders: Remind clients to complete their questionnaire before their assessment
• Appointment reminders: Remind clients of their upcoming appointments.

1. From the top navigation bar, select More > Programmes.
2. Click the relevant Programme name to open the programme overview page 
3.  From the left sidebar, under Experience >select Reminders. 

1. Questionnaire reminders

Questionnaire reminders are sent to clients who have not yet completed their questionnaire.

Send questionnaire reminders?

• Yes: Select to enable questionnaire reminders

• No: Select to disable reminders.

Questionnaire reminders are anchored to

Select how questionnaire reminders should be scheduled:

• A schedule: Reminders are sent according to a configured schedule.
• The appointment: Reminders are scheduled relative to the client's appointment.

Reminder schedule

Configure when questionnaire reminders should be sent.

1. Enter the number of days and hours before the appointment for the first reminder.
2.  Click Add reminder to configure additional reminders, up to a maximum of six in total, if required. 

Weekdays only?

• Yes: Restrict reminders to weekdays.
• No: Allow reminders to be sent on any day of the week.

Write access ends

Set the number of days, hours and/or minutes before the appointment when clients will no longer be able to edit their questionnaire.

Questionnaire reminders will also be suppressed during this period.  For example, if write access ends 24 hours before the appointment, clients will no longer be able to edit their questionnaire or receive questionnaire reminders during those final 24 hours.

• Click Save within the Questionnaire reminders section to save the configured reminder settings.

2. Appointment reminders

Appointment reminders notify clients about their upcoming appointments.

Send appointment reminders?

• Yes: Select to restrict reminders to weekdays.
• No:  Select to allow reminders to be sent on any day of the week.

Two reminder timings can be configured:

• Appointment reminder: Set the number of days, hours and/or minutes before the appointment when the reminder should be sent.
• Early appointment reminder: Configure an additional reminder to be sent further in advance of the appointment.
• Click Save within the Appointment reminders section to save the configured reminder settings.

3. Applying reminder settings

Once the required reminder settings have been configured and saved:

• Save & Apply: Applies the saved programme reminder settings to the Programme Groups.