Step 1: Setting up your Reminders

After your clinic has been activated for HotDoc Reminders, you can set them up and start sending them immediately by following these steps: 

  1. Log in to your HotDoc Dashboard.

  2. Navigate to Reminders > Settings.

  3. At the top of the page you will see the 'Activate Reminders' section. It is best to leave this switched to 'Off' until you are ready to start sending out Reminders:


  4. You can also enable or disable Push Notifications:


    More information on this feature can be found here.

  5. In the 'Who should get Reminders?' section, you can set a maximum age for patients receiving Reminder messages, and also choose to ignore a patient's opt-in/opt-out status in your practice management system (if this has been collected):


  6. You can then decide whether you would like to send your Sunday or Monday appointment reminders on the Friday before the weekend by checking this feature box:


Once this basic set up has been completed, you can move to the next step: Selecting your appointment books and doctors.

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