====== Reason For Visit: Notifications ====== To configure the notifications on a Reason for Visit first click on the gear icon on the top menu, then select **Reasons For Visit**. {{ :calendar:gear_icon_settings.png?nolink&400 |}} Hover over the Reason for Visit you'd like to configure and click the button with the bell icon. {{ :calendar:reason_for_visit:reasons_for_visit_hover_notifications.png?nolink&400 |}} Within this dialog you'll be able to configure both confirmations and reminders. {{ :calendar:reason_for_visit:reasons_for_visit_dialog_notifications.png?nolink&400 |}} =====Separating Reminders & Confirmations===== To use the same content for both reminders and confirmations, select the checkbox in the top-right corner. Enabling this will disable the Reminders tab, allowing you to manage all messaging via the Confirmations settings. {{ :calendar:reason_for_visit:rfv_notifications_same_content.png?nolink&400 |}} =====Managing Appointment Reminders===== Customize when and how many notifications are sent by adding Alerts. Each alert requires two parts * **Reminder value** - The number of units (e.g., 5). * **Reminder unit** - The time increment (Days or Hours) {{ :calendar:reason_for_visit:rfv_notifications_alerts.png?nolink&700 |}} Add: Click the **+Add** button to create multiple reminders.\\ Delete: Click the **Trash Can** icon to remove an alert. =====Email Information===== To activate emails select the checkbox named **Active** below the //Email information// header. * **Subject** (Required) - The email subject line seen by the client * Use Default - Enable this to automatically use the location’s address for the appointment. * Address - Enter a custom address if Use Default is not selected. * Body - The main message content of the email. This field supports [[#variables]]. {{ :calendar:reason_for_visit:rfv_notifications_email_content.png?nolink&700 |}} =====Email Attachments===== To send files to the client, drag files to the field or click on the field. The files have to be .pdf and can not exceed 2 mb.\\ //Note: If you'd like to include fillable forms please refer to [[calendar:reason_for_visit:forms|Reason for Visit: Forms]]//. {{ :calendar:reason_for_visit:rfv_notifications_email_files.png?nolink&700 |}} =====Text Message===== To activate texts select the checkbox named **Active** below the //SMS body// header. * Body - The main message content of the text. This field supports [[#variables]]. {{ :calendar:reason_for_visit:rfv_notifications_text_sms.png?nolink&700 |}} =====Variables===== To insert appointment details automatically, select a variable from the dropdown menu. These placeholders will be replaced with real-time appointment information when the message is sent. *Client - Full name (First and Last). *Reason - The title of the "Reason for Visit." *Location - The meeting type (In-Person, Telephone, Video). *Date - Date of appointment. *Time - Time of appointment. *Calendar Name - The name of the specific calendar used. Example: "Hello {{client}}, your appointment is on {{date}} at {{time}}."