Flex's Timeline keeps your appointment reminders, confirmations, and recall messages running automatically. Here you can easily automate texts and emails for appointment reminders, confirmations, and recall messages —all in one place.
This guide includes the following events:
Scheduled Appointments:
- Appointment Booked Text & Email
- Appointment Reminder Email
- Text Reminder
- Email Confirmation
- Text Confirmation
- Second Text Reminder
- Appointment Date: Same Day Text Reminder
Recall Reminders:
To access your timeline settings, follow the steps below:
Log in to your Flex > Select the 'Settings' gear in the top left > Select the 'Texts & Emails' tab > Select 'Timeline'
- Every practice's Flex website will vary but follows this template: https://custom.myflex.app:45622 (the 'custom' is unique to your office).
- You must be logged in as an administrator to access the setting gear
You will now be presented with a color-oriented visual.
The timeline starts with the ‘Appointment Booked’ messages and ends with recall reminders.
⚠️Note: The color of the circle for each option will change indicating whether the setting is on or off.
- Blue - Enabled (on)
- Red - Disabled (off)
The order of your timeline will also update in real time based on when you choose to send each event.
For example, if you send the text confirmation 'five days' prior, it will be listed above the 'email confirmation' in the example above.
To learn more about each feature individually, please click the Scheduled Appointments and Recall Reminders links above to be redirected to an in-depth description article on each feature.
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If you have questions, please contact Flex Support.
Thank you!
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