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Reply to a Client

When clients or patients respond to your Automated Appointment Reminders, you are notified and can instantaneously respond back to address any questions or concerns they may have. You can use any of the methods outlined below to reply to clients or patients.

Responding to Messages

1. When your clients or patients reply to their appointment reminder messages, you will be notified by email.

Notification business receives when client responds to message reminder from Apptoto

2. To reply, you can simply reply to the notification email from Apptoto.

Business responds to client message about appointment reminder

3. Or, you can click “View Conversation” to take you directly to a real-time conversation view.

Click "View Conversation" on notification to view full conversation between you and client

4. Enter your reply, and click Send. New messages will appear immediately in the Conversation view.

Enter message back to client in Apptoto inbox/outbox and send

5. Another way to manage replies is to use the “Inbox/Outbox” tab in the Apptoto web portal. You can access it by clicking “Inbox/Outbox” in the left-hand navigation menu.

Highlighted inbox/outbox tab in Apptoto platform

6. Clicking on a conversation in the Inbox/Outbox will also take you to the Conversation view.

View past conversation between business and client in Apptoto

7. You can reply to clients from the Inbox/Outbox tab.

Enter message back to client in inbox/outbox tab in Apptoto

8. Lastly, you can also reply to clients from the Appointments screen.

Appointments tab highlighted in Apptoto platform

9. On the Appointments tab, click on a participant to view a list of the current conversations for that appointment.

Click meeting participant name to see messages sent between business and participant

10. Click on the conversation you want to read/reply to.

Click the inbox/outbox tab on the appointment view to respond.

11. Enter your reply, and click “Send.”

Sending a reply via the Apptoto appointment view inbox/outbox