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Session reminders

Setting up session reminder emails

Written by Kit Woodin
Updated yesterday

Upheal can send friendly, automated emails to your clients reminding them of upcoming sessions.

To set up automated session reminder emails:

  1. In Upheal, go to Practice settings.
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  2. Click Client reminders.

  3. Under Session reminders, use the dropdown menu next to First reminder to select when you would like your clients to receive their first reminder email.
    Emails can be sent 72, 48, 24, 8, or 1 hour(s) before the scheduled session.

  4. Toggle the switch to Active.

  5. Click Save.

  • Optionally, you can set a second reminder. Use the dropdown menu next to Second reminder to select when you would like your clients to receive their second reminder email, and toggle the switch to Active.

Now, all your clients will automatically receive friendly email reminders prior to scheduled sessions.


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