Turning on Your Auto Messages

Once your rules and message sequences are configured, turn on automated sending with a single toggle.

Auto Messages in Apptoto are incredibly powerful. By letting Apptoto send your reminder messages automatically on your behalf, you eliminate the time and resources you previously spent manually confirming and reminding clients or patients about their appointments.

Once you have your calendars, appointments, and address books synced with Apptoto and you’ve set up your desired SMS text, email, and voice mail messaging sequences, simply turn auto messages on.

You can set up one sequence of reminders to be sent to all your appointments or enable multiple different sequences using rule blocks (which look for keywords such as appointment type, meeting host, etc., within your event and send the appropriate messaging sequence).

Turn on Auto Messages

1. To turn on Auto Messages, click the Auto Messages toggle at the top of any page in Apptoto so it shows as active (blue/on). Apptoto immediately begins scheduling messages for upcoming appointments that match your rules.

   

2. Once Auto Messages are turned on, appointments with scheduled messages appear in bold. The number next to the bell icon shows how many messages are queued for that appointment.

   

   Based on the rules we have set up in this example account, only “Initial Consultation” appointments are bold.

Tip

Once auto messages are on, Apptoto will start sending messages to real participants. Make sure your message content, timing, and rules are correct before enabling. You can turn auto messages off at any time by clicking the toggle again.

Turn off auto messages

If something isn’t right, turn auto messages off immediately by clicking the Auto Messages toggle again. This stops all future scheduled sends. Messages already delivered are not affected.

What’s next

Now that you’re sending automated appointment reminders, let’s reply to a client’s or patient’s message after they respond to yours.