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Send an SMS message for an appointment confirmation (appointment settings method)

After you make an appointment, you can send an appointment confirmation message to the client. The message is an SMS message that the client can send a confirmation reply to.

  • Make sure that your ezyVet site has a configured SMS module
  • Make sure that your site has the necessary SMS template
  • Make the necessary appointment
To send an SMS message, do this procedure.
Note: As an alternative, you can use the calendar shortcut menu to send SMS messages for appointment confirmation.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Calendar.
    The Calendar tab
    ezyVet shows the calendar.
  3. Find the applicable appointment in the calendar.
  4. Open a shortcut menu for the appointment and select Edit Appointment.
    The Edit Appointment command
    ezyVet shows the appointment settings.
  5. Select Communication.
    The Communication tab
    ezyVet shows message settings.
  6. In the Communication Methods section, select the SMS button.
    The SMS button
  7. Adjacent to Communication, select the plus button.
    The plus button that is adjacent to Communication
    ezyVet shows the New Communication dialog box.
  8. In the SMS Template box, select the applicable SMS template.
    The SMS Template box
  9. If necessary, do a check of the remaining settings.
  10. Select Send.
    The Send button
    ezyVet shows a confirmation message:
    A confirmation message
ezyVet sends the SMS message to the client. When the client receives the message, they can enter C to if they want to do the appointment:
An SMS message
After the client enters C as their reply, ezyVet sends you a memo. The memo tells you that the client will do the appointment:
A memo of a received SMS message
And the calendar appointment shows the icon for the Confirmed appointment status:
The icon for the Confirmed appointment status