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Help Center
About UsWelcome to GoReminders! This video will provide you with a quick overview and help you schedule appointments, set reminders, and edit your settings. It will take you from a brand new GoReminders user to proficient in just a couple of minutes. We hope you enjoy this quick tour of the ins and outs of GoReminders!
How to Use GoReminders: Quick Tutorial
Welcome to GoReminders! This guide will walk you through the basics of using our platform to streamline your appointment management and customer communications.
Getting Started
When you log in to GoReminders, the first screen you’ll see is the New Appointment form. Here’s how to create an appointment and set up automated reminders:
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Create an Appointment
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Client Information: Enter your client’s name, phone number, and/or email address.
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Appointment Details: Specify the date and time of the appointment.
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Save: Once saved, the appointment details are stored, and reminders are automatically scheduled based on your settings.
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Viewing Appointments
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Navigate to the Calendar page to view all appointments.
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You can switch between different views: Agenda, Day, Weekly, and Monthly.
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Editing Appointments
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Click on an appointment to edit details, update status (confirmed, rescheduled, requested, or canceled), send a message, delete the appointment, or view payment requests.
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Messaging and Reminders
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Messaging
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Go to the Messaging page to see all sent reminders and client replies.
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You can reply to messages directly from this page, ensuring seamless communication.
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Blast Messages
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Use the Blast page to send group messages to all clients or selected groups.
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This feature is useful for collecting feedback, offering promotions, and re-engaging clients.
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Reminder Schedule
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Access the Settings page to configure when reminders are sent.
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Set up the first reminder immediately after creating the appointment or a specified time before it.
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Additional reminders can be scheduled or disabled as needed.
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Message Templates
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Customize your reminder messages with template tags to include client names, appointment details, and more.
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Add confirmation, reschedule, or cancellation instructions if necessary.
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Notifications
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Configure notifications for confirmations, reschedules, and cancellations to be sent via email or text.
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Set up self-reminders for your appointments.
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Additional Features
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Add Locations, Staff Members, Services, and Labels to personalize messages further.
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Staff members can receive notifications and view their appointments on calendars like Google Calendar or Outlook.
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Use the More section for features like payment or deposit collection and creating additional user logins with customizable permissions.
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Need additional help?
If you have any questions or need assistance, please contact us by clicking the chat head at the bottom right of the GoReminders website. We’re here to help!