The Find Your Ally Appointment Portal sends automated appointment reminders through email and text messaging. Refer to these articles for more details:

• Automated Email Templates

• Adjust Timing of Reminder Text Message

If you wish to send an email or SMS from the system as a reminder outside of the automated communications, you can

• manually send a reminder email or SMS message to one or more clients (this article)
• send a customized email message or SMS to a client (link to another article)

Instructions to manually trigger a reminder email

Manually trigger a reminder email for one client

1. If the appointment is happening only in the next 7 days, this can be done from the Dashboard.
   • In the Actions column, click on the three dots and select Send Reminder Email and confirm.

2. If the appointment is happening anytime in the future, navigate to the Bookings list

3. In the Email Reminder column, click on the icon for "Send reminder email"
4. Confirm that you want to send a reminder email to the client

Manually trigger a reminder email for multiple clients

1. Navigate to the Bookings list

2. Check the box next to the Booking ID for all of the appointments that need a reminder. It may be helpful to sort or filter first.
3. In the Bulk actions menu, select Send Reminder Email and click on Apply

4. Confirm that you want to send Reminder Email(s).