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Send a forms before your visit reminder

Forms left to the waiting room slow everyone down. A friendly reminder with a link makes visits start on time.

Last reviewed

Remind them of the visit

Include the date, time and place.

Say what to complete

List the forms and how to open them.

Give a time estimate

Tell them how long the forms take.

Say what to bring

Add ID, insurance cards or documents.

Explain what happens if late

Say whether they can finish on arrival or may need to rebook.

Offer help

Give a number for those who cannot use the online forms.

Questions

When should the reminder go out?

Two to three days before, so they have time.

What if they cannot complete forms online?

Offer paper forms or phone help.

Can the AI send this?

It can draft it and fill in the details. Your booking system schedules it.

Written by Flatdesk, a help desk for small support teams at one flat price per agent. Try it free for 14 days, no card.