Setting up a confirmation of a recurring video consultation is handled separately from confirming a single video appointment. This allows you to provide additional information on a recurring series of appointments, confirm the details of the appointment and automatically provide your client with their secure video access link, all in one message! Saving you the time it would take to provide this manually to a client, they simply have to click on the link at the specified time to join you in the online "room".

The confirmation sent for a recurring video consultation contains the access link for the first session in the series only. Appointment reminders will be queued for each subsequent appointment, each containing the link specific to that session, so it's important to make sure you have these set up too.

We have provided a default template for you to use when confirming a recurring video consultation, for both SMS and email. You can of course modify this template to suit your needs, or create your own template to use. You can see the content of the default templates listed here for SMS and here for email.

If you joined WriteUpp after 23/04/2020, this is one of the predefined communications built into WriteUpp for you. If you don't see it on your list of communication triggers, just follow the steps below!

To set up a recurring video consultation confirmation:

Go to Main Menu -> Settings -> Scheduling -> Appointment Communication:

Click on Create New Communication Trigger:

Choose the delivery method. I'm going to set up an email confirmation in this example:

Choose your message template using the dropdown list:

If you need to make changes to a message template at this point, just click on Manage Templates to the right of the dropdown box

Choose the trigger event, which will need to be New video appointment - Recurring:

Confirmations are always sent immediately, so there's nothing to change for this dropdown

Hit Save:

You'll see the new communication trigger added to the list:

To set up an SMS confirmation as well, simply choose SMS as the delivery method in step 3 and follow the same steps from there

Once this is set up, when you book a recurring video consultation, the specified message will be sent:

Was this article helpful?
Thank you!