Why Switch to Automation

Automation allows Appointment reminders, Recalls reminders, Queries or promotion communication and Debtors reminders to be sent out automatically on a set schedule using various different communication methods such as SMS and/e-mail. Once this is initially set up there is minimal effort required to manage these reminders. Automation is also customisable so if only Appointment reminders and Recall reminders are to be sent automatically, Queries and Debtor reminders can still be managed manually.  

Benefits of switching to Automation:

• Time Efficiency:

  • Automation saves time by eliminating the need for manual effort in sending reminders. This allows staff to focus on more valuable and complex tasks.

•  Consistency: 

  • Automated systems ensure that reminders are sent consistently and at the designated times. This helps reduce the likelihood of human error and ensures a reliable communication schedule.

• Customisation:

  • Automated systems can be customised to send personalised reminders based on individual preferences or specific criteria. This level of personalisation can enhance the customer experience.

•  Scalability:

  • As the volume of appointments increases, automation allows for easy scalability without a proportional increase in workload. This is crucial for growing businesses or organisations with fluctuating appointment numbers. For example, Recall reminders can be setup to be sent weekly instead of monthly. This spreads out the workload so booking in these patient appointments is more manageable

• Improved Communication:

  • Automated systems can send reminders through various channels such as email, SMS. This flexibility ensures that reminders are delivered through the most effective and preferred communication channel for each recipient.

• Enhanced Customer Engagement:

  • Automated reminders can be part of a broader communication strategy, keeping customers engaged and informed about upcoming appointments, promotions, or relevant information. This can contribute to improved customer satisfaction and loyalty.

• Adaptability to Changes:

  • Automated systems can quickly adapt to changes in scheduling, cancellations, or rescheduling, ensuring that customers are promptly informed and reducing the likelihood of confusion.

Here are instructions on how to set up Appointment reminders in Automation.

Here is how to make a booking to switch over to Recall Automation reminders.