Notifications

Assessment & Visit Reminders

Assessment & Visit Reminder Settings

To set up automatic reminders go into your Gear Icon > Settings > Notifications

The assessment and visit reminder settings will be managed from the Doing the Work section on the Notifications page. Here you can toggle this feature on or off, and edit how frequently the reminders are sent out. Reminders can be send either via email or text message.

Note: the text message option is only available in North America.

There are four options:

• Status: Turn this automatic reminder schedule On or Off
• Send Via: Email or Text Message
• Schedule: Set the schedule for when the reminders will send out
• At this Time (Optional): Set a specific time of day that the reminders will send out. You will need to choose a time for Text Message reminders to be sent to anytime visits.

 

Scheduling Assessment & Visit Reminders

You can edit the message your client sees when you click Edit in the assessment and visit reminder section.

There are two reminders that you can schedule. This means that you set up one text message reminder and one email reminder to notify the client about your appointment with them, or you can have two of a kind. This edit screen is where you can also edit and preview the email and text message templates for both assessments and visits. There are tabs for each message type.

You can further customize the messages with variables! With the Insert Variable button you can choose variables to include which will auto-fill information into these reminders, you can use this to populate information like the visit date or the address. 

Sending Manual Assessment & Visit Reminders

To send a manual email client reminder, click on an incomplete assessment or visit and choose View Details. In this popup, click on Send Client Reminder from the More Actions drop down.

Note: Sending a manual reminder will not override scheduled automatic reminders. A manually sent reminder will be sent in addition to the scheduled automatic reminders

Disabling Reminders for Clients

Email Client reminders are turned on by default for every Client.

To disable reminders for any individual Client, go to their page and switch the Client Receives Automatic Reminders to OFF.

Assessment & Visit Confirmations

When you send your client a reminder, their message will contain a link where they can confirm the visit.

When your client confirms their visit with you, you can view this in your Jobber account.

List view of the calendar:

Client profile:

Visit details: