Activate Automation Feature


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. 

  1. Go to Location Setup > General tab

  2. Select the Group: Automation

    1. Turn on Automation: Yes                                                                                            mceclip0.png

      1. Click OK to below message                                                                                                 

  3. Restart (close and open) D4W

 The Automation module can be found in Location Management > Automation tab


Why Switch to Automation

Video: Setup Daily Appointment Reminders in Automation

Book Recall Automation Conversion


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