The client's reminder preferences will automatically override the reminder settings specified by the actions for the applicable inventory item (for more information about actions, see Working with Actions).
To set a client's reminder preferences:
Navigate to the applicable client's profile (see Finding Clients for more information)
Click "edit profile"
The client's existing reminder preferences will appear in the "reminders" field. Click the "x" to remove a reminder type. Click on the field to add a new reminder preference.
Click "Save + Done"
The "mail" reminder type will only appear if the client's address is provided. The "email" reminder type will only appear if the client's email address is provided. The "phone" reminder type will only appear if the client's home phone is provided. The "SMS (text)" reminder type will only appear if the client's mobile number is provided and the SMS (Text) Message add-on is enabled.
A client will be opted out of all reminders, if all of the reminder types are removed from the "reminders" field. If a patient has reminders on their profile, but the client has opted out of reminders, then those reminder types will be set to "No Reminder." This mean the reminder will remain on the patient's profile but not actually be sent to the client from the software.
For more general information on how patient reminders function, see the related article: Reminders
A client's reminder preferences can also be set when creating a new client profile when scheduling an appointment.