Step 2: Selecting Your Appointment Books

The next step to get started is to choose the appointment books you want to send out reminders for.

  1. Navigate to Dashboard > Reminders > Settings

  2. On the page, find the Select your doctors section

  3. Click the checkbox next to the doctors you wish to send out HotDoc SMART Reminders for. The checkbox will turn Green for those selected.

  4. You can edit the names of your practitioners as well by selecting icon next to each person's name. Type the desired Display name  and click Save. If a practitioner has an especially long name, it is recommended to edit it as this may make reminders use two credits.


  5. Congrats! You have finished selecting your doctors for HotDoc SMART Reminders. Proceed to Step 3 to Create Your SMS Reminder Message.
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