Help with Follow-ups and recurring visit reminders
This page focuses on the guide you were reading. Work through the relevant checks below, then send us a question if the issue is still unresolved.
Missing access may be expected. Check its rollout status before treating the absence of a control as a technical fault.
Start with your follow-ups and recurring visit reminders setup
These are checks drawn from this feature's own instructions.
- Avoid duplicate reminders.
- Do not describe automated messages as medical advice.
Common problems in Clients & communication
Choose the problem closest to what you are seeing. Each one includes practical checks and a safe next step.
A client cannot complete a form or requirement
- Review required questions and validation messages.
- Check that the correct form or link is associated with the appointment.
- Verify whether the form was already submitted or its access expired.
A reminder or message was not received
- Review client contact details and communication preferences.
- Check the message trigger, schedule, and opt-in requirements.
- Confirm the appointment status satisfies the notification rule.
Still not resolved?
When you contact support, tell us what you expected, what happened instead, the non-sensitive error text (if any), and roughly when it occurred. The form will automatically include Follow-ups and recurring visit reminders as the topic.
Please do not include passwords, security codes, payment card details, client health records, or any other sensitive information.