QuickerNotes automatically sends reminder emails when a client has incomplete intake forms shortly before an appointment.
No separate reminder schedule or setup is required.
When Are Reminder Emails Sent?
QuickerNotes checks once per hour for appointments that are 1–2 hours away, based on the property's timezone.
Because the check runs hourly, the reminder will not necessarily arrive exactly one hour before the appointment. It will typically arrive sometime within the 1–2 hour window.
Which Forms Receive Automatic Reminders?
A reminder can be sent when an intake form connected to the upcoming appointment:
Was previously emailed to the client
Has not been submitted
Has not expired
Has Email client when forms are created enabled
The client must also have an email address on their profile.
If a client has multiple qualifying forms, QuickerNotes sends one reminder email rather than a separate email for each form.
When Is a Reminder Not Sent?
An automatic reminder will not be sent if:
The client has already submitted all qualifying forms
The form has expired
The form was never previously emailed
Email client when forms are created is turned off for the form template
The client does not have an email address
The form is not connected to an appointment
Customize the Reminder Email
Automatic reminders use the same customizable client email as the original intake form email, including:
Subject
Message
Logo
Sender name
Reply-to address
Form link
To customize this email, go to:
Settings → Forms → Customize Client Email
Because the same email template is used for both the original email and the reminder, we recommend using wording that makes sense in either situation.
Can I Change the Automatic Reminder Time?
No. Automatic reminder timing is currently fixed at approximately 1–2 hours before the appointment.
There is also no separate setting for turning automatic reminders on or off.
Turning off Email client when forms are created for a form template prevents both:
The original intake form email
The automatic reminder email
Send a Reminder Manually
You can also send a reminder at any time:
Open the Client Profile.
Go to the Forms tab.
Click Send Reminder Email.
The client will receive one email containing a link to their pending, currently available forms.
Sending a manual reminder does not prevent the automatic reminder from being sent later if the appointment enters the 1–2 hour reminder window.