How can I manually resend a confirmation notification (email or SMS) for an appointment?

Who is this article for?

A client says they never received the confirmation of their appointment, deleted it by mistake, or you just corrected their email address or phone number? You can resend the confirmation notification of an appointment at any time, in two clicks.

This article explains how to resend it, what your clients receive and what to check if nothing arrives.

Before you start: make sure that your client has a valid email address and/or cell phone number in their client record. The confirmation is sent by email, by SMS or both, according to the channel chosen for your practice and the client's preference.

1Open the appointment

1. Go to your scheduler (www.colib.io/scheduler).
2. Click the appointment: the Edit appointment window opens. You can also open it from the client's record, in the list of their appointments.

2Resend the confirmation

1. Click the three-dot button next to More actions.
2. Click Send new confirmation notifications to clients.

There is no confirmation step: the notification leaves as soon as you click. The message A confirmation notification has been sent to the clients regarding this appointment. is displayed.

3What your clients receive

Within a few seconds, every client of the appointment receives the same confirmation as when the appointment was booked:

• the date, time and type of the appointment, the practitioner and the location, or the link to join the online meeting;
• the links to modify or cancel the appointment, if your settings allow it;
• the additional content of the initial notification set in the appointment type, and the custom message of the appointment, if there is one;
• the forms linked to the appointment type, if the type sends them with the initial notification (unless Prevent sending if client has already submitted this form type is on and the client already completed them). See How can I automatically ask a client to fill out a form before an appointment?

Important: the confirmation is only sent if Send initial notification via SMS and/or email. is turned on for this appointment, in the Options of the appointment window. If it is off, the message above is displayed but nothing is sent. Turn it on, click Save, then resend the confirmation.

Good to know

• Appointments only — the action is available for appointments that have been saved, not for tasks or other events. Nothing is sent for a cancelled appointment.
• Reminders are not affected — resending the confirmation does not change the reminders planned before the appointment. To see them, see How to view and delete scheduled notifications for an appointment?
• Children and families — for a client who belongs to a group, the notification can go to the person in charge. See How to manage client group notifications?
• Check that it was delivered — see How to view client communications (emails, SMS, delivery status)? and How to monitor failed SMS and email deliveries for clients?
• Email or SMS — the channel follows your practice setting and the client's preference. For more details, please see the article titled "How do I choose whether client notifications are sent by email, SMS or both?"
• All the notifications — to know what your clients receive and when, see What notifications do clients receive after booking?

Still have a question?

Write to us at support@colib.io, we will be happy to help.