Do appointment reminders go out automatically?
Yes. Every confirmed appointment is reminded about 24 hours ahead, between
9am and 8pm in your time zone, with nobody pressing anything. You can
untick a single appointment or switch reminders off for the whole
practice.
Do rebooking texts go out automatically too?
No, on purpose. The Due for a visit list shows who is due, and a person
chooses who to text, sees every message first, and presses send. It sends
up to 25 at a time, so one click is never a blast to your whole list.
Can clients confirm their appointment?
Yes, where it is switched on for your practice. The reminder carries a
link that works once, for that appointment only. The client taps Yes, I
will be there, or I need to change this, and the appointments page shows
the answer. Nothing is moved until your front desk acts on it.
Can I book an appointment or draft an invoice just by asking?
Yes, where the Guide's actions are switched on. Ask in plain words, check
the card it shows, and press confirm. It creates one appointment or one
draft at a time. A booked appointment gets your usual reminder, unless you
untick it on the card; a quote or invoice stays a draft, so it still
leaves only when you send it.
Do I need a phone number to send texts?
Texts go from your practice's own Canadian number, which we set up with
you, and only to Canadian mobile numbers. Email reminders need no number
at all: they start as soon as your time zone is set.
Is this patient recall software?
It does the job recall software does for a clinic, and a service reminder
does for a trade: it knows when each client was last seen and how often
they come, and shows who is due. We call it "due for a visit" because the
same list works for a counsellor, a physiotherapist or a furnace service.
What do the messages say about my clients?
Nothing clinical. A reminder names your practice and the time; a
rebooking text says the client is due for a visit. The reason for a visit
is never in a message, and it cannot be added.
Where is client information stored?
Stored in Canada, and processed in Canada and the United States. Email
goes through Zoho Mail in Canada and texts through Twilio in the United
States. Our privacy policy sets out the
detail.
Can a client stop the reminders?
Yes. Every email has a stop link and every text ends with "Reply STOP to
opt out". Once a client stops them, the software does not message them
again.
How much does it cost?
Reminders and the due list come with every Digital Front Desk account,
alongside visitor check-in, contacts, quotes and intake forms. Plans start
at $69 CAD a month, and you can try it free with no
card.