Overview

Create the message the system sends when an appointment is first scheduled. Use this after Email on Booking or Text on Booking is already turned on. On-schedule notifications are not added to the Communication Timeline — once the toggle is on and the template is saved, the notification is ready for newly scheduled appointments.

Before you begin

• Access to Config> Reminders > Message Templates.
• Email on Booking or Text on Booking already turned on for the channel you need.

Steps

1. Go to Config> Reminders > Message Templates.
2. At the top of the page, open the Required Templates section.
3. Find On Schedule Notification.
4. Click Configure for the channel you need:
   • Choose Email for Email on Booking.
   • Choose SMS for Text on Booking.
5. In the template form, confirm the setup:
   • What is this message for? shows On Schedule Notification.
   • Template Type shows the correct channel (Email or SMS).
6. In Description, enter an internal name your team will recognize. Example: On Schedule Email or On Schedule SMS.
7. In Contents, write the message patients should receive when their appointment is first scheduled.
8. Add smart fields by typing @ in the message box. Common options:
   • @(patient-firstname)
   • @(appointment-date)
   • @(appointment-time)
   • @(appointment-resource)
9. If you're creating an SMS template, check the SMS segment indicator under the message to make sure the text isn't too long.
10. If you have multiple languages enabled, be sure to click the Add Translation button and then Generate All. This will ensure patients are receiving reminders in their preferred language if set in the EHR.
11. Click Save.
12. Return to the Required Templates section and confirm On Schedule Notification no longer shows as missing for that channel. 

Troubleshooting

• If On Schedule Notification still shows as missing after saving, then confirm you configured the template for the correct channel (Email vs. SMS) that matches the toggle you turned on.
• If you're looking for this reminder on the Communication Timeline, then note that on-schedule notifications are not added there — they send automatically based on the booking toggle and saved template.