Appointment Reminder Letter Software
You can easily create Appointments in Amphis Customer and they are visible in the Customer History for the customer. They are also visible on the Appointments View which shows Appointments for the current month and they are visible on the Today View which shows Reminders, Appointments and Tasks for today or a selected date.
You may also want to send an Appointment Reminder to your customer to remind them of the Appointment date and time.
Create Appointment Reminder Letter
You can do this by selecting an Appointment in the Customer History and right-clicking on it. This displays a menu and you just need to select Create Appointment Reminder Letter.
Then you can choose which Word template to use and the Appointment Reminder Letter is automatically created for you with the customer details and the date and time of the appointment.
The Appointment Reminder Letter can be printed with an Address Label or Envelope. Or it can be Emailed straight to the customer as a Word document or as a PDF file (requires Word 2007 or a later version).
Appointment Reminder Letter Templates
The Appointment Reminder Letter and Envelope templates are Word documents and you can easily change the wording, add your logo and business details, change the fonts etc as you please.
Send Bulk Appointment Reminder Emails, SMS Messages or Letters
To send Appointment Reminders to many customers at a time you can use the Appointments Reminders facility on the Mail Merge menu.
Here you can view Appointments from 1 day to 90 days in the future and you can send an Appointment Reminder to all the corresponding Customers at the click of a button. So that you don't send too many Appointment Reminders you can select to not send to any Customers you have sent Appointment Reminders to recently.
We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?