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Guide to SMS appointment reminders

How to setup and send an SMS appointment reminder with Notifyre.

SMS appointment reminders are a simple and effective way to reduce missed appointments, improve customer engagement, and boost business productivity. With Notifyre, you can easily send personalised reminders to your clients using a secure and streamlined process.

Step 1: Preparing your appointment data

Before sending reminders, you’ll need to prepare a CSV file containing your appointment details for the following business day.

How to prepare your CSV:

  1. Download the contact import template (Download here). You can also find the template by following these steps:
    1. Login to your account
    2. Select Contacts from the left navigation
    3. Click Import
    4. Select Download Template
  2. Fill in the required fields, including:
    • First name
    • Mobile number
    • Custom fields for appointment details:
      1. cf1 – Business name
      2. cf2 – Appointment date
      3. cf3 – Appointment time
      💡 You can use additional custom fields if needed for more personalised messages.
  3. Save your file as a CSV (.csv) format.

Step 2: Import Contacts and Create a Group

  1. Go to Contacts in the Notifyre Dashboard
  2. Click Import and upload your CSV file
  3. Assign the contacts to an existing group or create a new group for your appointment reminders

Step 3: Create an SMS Template

Creating a reusable SMS template helps save time and ensures consistency in your messaging.
 

To create a template:

  1. Select Templates in the left hand nav
  2. Click Create Template
  3. Enter a Template Name (e.g. Appointment Reminder)
  4. Write your message using personalisation fields:
    1. – Contact’s first name
    2. – Business name
    3. – Appointment date
    4. – Appointment time
  5. Click Save
💡You can use this template when sending SMS broadcasts to appointment groups.

Step 4: Send Your SMS Appointment Reminder

  1. Login to the Notifyre Dashboard
  2. Select Contacts
  3. Choose your contact group and click Send SMS

  4. Select your From SMS Number (either a Notifyre System Number or a virtual SMS number linked to your account)
  5. Use the SMS template you previously created or enter your message in the Message Body
  6. Optional: Schedule the SMS to send 1-2 day before the appointment, or which ever time suits your recipients 
  7. Click Send 

Example of a received SMS appointment reminder