Iress ContributorAMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
📚Thanks so much for all of your questions! Some of them definitely required me to think outside the box but also reminded me of how flexible Xplan can be in helping to automate processes.
There were some common themes around how to automate various activities in Xplan. I’ve included some links to a couple of useful community articles below in case you want to try out any of these in your practice!
- Email Templates
- SMS Email
- SMS Email System Settings
- Client Appointment Reminder via SMS
- Advanced Search
- Advanced Search - Adding and saving criteria
- Campaigns
- Manage Schedules
Tip when using Scheduler - don’t forget to enable it once you have set it up!!
Hi Courtney
Is there a way to send an automated templated email to a client on their Birthday?
Please also go through auto sending quarterly reports and sms reminders for appts also.
It would great if xplan task lists for a day could be ordered (like drag and drop) for priority (not just using priority drop down) - is this possible?
If there are any other xplan efficiency gems you know of and no one has asked about, please share, as we don't know, what we don't know until we know it!
Thanks ;)
Iress ContributorSMS reminders for appointments
The most efficient way to send SMS and Appointment reminders is to use a diary template that has your email or SMS template linked to it. That way, the email or SMS can be set to automatically be sent out based on how many days it is until the appointment occurs. You’ll need to have an account with a third party SMS provider and complete some set up in Xplan. You’ll also need to ensure your clients have an SMS email address entered.
