Set up rules that automatically send SMS reminders before appointments, after visits, and for follow-ups.
DentDock's automation engine runs in the background and triggers SMS messages based on rules you define. For example: send a reminder 24 hours before an appointment, or a follow-up message 3 days after a completed visit. You set the rule once, and it runs automatically.
Go to Settings › Organization › SMS and look for the Automation section. Choose a trigger event (appointment confirmed, appointment completed, etc.), set the delay, and write the message template. Save and it's active.
Your automation messages can include dynamic fields like the patient name, appointment date, doctor name, and clinic name. Use placeholders like {patient_name} or {appointment_date} and DentDock will fill them in automatically for each message.
Every automated SMS is logged in SMS › SMS Logs just like manual messages. Check the logs if you suspect a rule isn't firing — it will show the exact status of each automated send.
