How do I send event reminders?

Companion allows you to configure event reminders that can be sent via SMS text message to remind them of upcoming events, or could also be used as a reminder to clock in or out of an event with telephony.

You must be using HomeTrak's cloud hosted solution and have a valid texting number set up on your office to use this feature. You may need to contact HomeTrak to configure this feature and extra charges may apply to texting.

Configuring the Reminders

The master list of reminder messages is found in the User Defined Module, under the Scheduling sub-menu, Event Reminders tool.

A reminder can be set from either the start or end of the event.

Event Reminders may be configured and applied to either a task, appointment or schedule category. If no event category is specified, this reminder will be sent out for any events on the person's calendar..

You may also use specific tags to dynamically include information in the reminder such as the Employer's name or event category.

Adding a Reminder to a Person

Event Reminders are added to Participants in the Participant Module, or Office Staff in the Office Staff Module, using the Event Reminders tool under the Scheduling Setup dropdown on the ribbon.

Click Choose on the toolbar to bring up the pick list of Event Reminders. Select the desired reminders and add them to the person and click OK.