Enabling & Disabling Appointment Reminders

Once you've set up your Appointment Reminders with YAPI, there's not much need to switch them on or off.  But if you're just getting started with YAPI and haven't enabled your reminders yet - or if your office ever needs to close for an extended period of time - you can use the instructions below to enable and disable your Appointment Reminders with just a few clicks.

If you're new to YAPI and haven't configured your Appointment Reminders yet, you'll want to check out Setting Up Appointment Reminders first.

Table of Contents

 

Enabling & Disabling Reminders

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  1. From the YAPI Dashboard, click the Setup and Manage Setup_and_Manage.png button and select Global Setup.

  2. When prompted, enter your YAPI password.

  3. In the Global Setup window, click the Reminders tab.

  4. Click the Enable checkboxes in each section to enable or disable those types of reminders:

    • Email appointment reminders (top left, blue when enabled)
    • Text appointment reminders (top right, pink and purple when enabled)
    • Postcard appointment reminders (bottom left, yellow when enabled)

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  5. Click Save

  6. When prompted to restart all workstations, click OK.  While your changes will be reflected on the server immediately, we always recommend closing and reopening YAPI on each workstation as a best practice after making changes in Global Setup.

 

Postponing Reminders by Resetting Their Start Date

To temporarily disable Recall Reminders, you can set the Start Date to any future date. This way, you don't have to remind yourself to turn them back on again! 

Warning!  Recall Reminders and Appointment Reminders are controlled by a single start date, so changing the date here will postpone both. If you want one off and not the other, you must enable and disable your reminders manually as shown above.

To pause all of your reminders temporarily and set a new date for them to restart:

  1. From the YAPI Dashboard, click the Setup and Manage Setup_and_Manage.png button and select Global Setup.

  2. When prompted, enter your YAPI password.

  3. In the Global Setup window, click the Reminders tab.

  4. Click the Edit button under More Options

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  5. In the Options window, click the pulldown menu next to Start reminders/recall on and select the date when you want your reminders to start sending out again.

    Start_Date.png

  6. Click Ok, then Save.

 

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