AppointmentReminders.com How to Add Custom Fields to Your Reminders

Sending Custom Fields Through Your Reminders
Custom Fields are open text fields that may change on an individual basis.
Examples are things like "Payment Due Amount", "Room Number", "Doctor's Name", etc...
These are a type of Dynamic field which could also be like Appointment Date or Time, Company Name, Company Phone Number or Customer Name.
Custom Fields allow you to put ANY text value in when you schedule the reminder. Custom Fields will be added BY YOU when you schedule the reminder or upload a file.
We allow up to 3 Custom Fields and each custom field can be up to 2000 characters long.
Custom Fields can be added on the Fly whether you schedule your reminders through the website, use a linked calendar, or upload files!
Step 1 - Add your custom field to the Reminder Type
Before you can use Custom Fields, you need to add them to your Reminder Types.
Navigate to the “Reminder Types” page and create a new reminder if you need to. I am not going to go through the steps to create a reminder in this tutorial but there are other tutorials that will take you through it.
When I click on “Content” for that reminder type, you can see that I have added Custom Field 1 into the content of the Reminder Type.
In this example, I am using "PAYMENT AMOUNT" as the Custom Field for demonstration purposes.
You can see in the Reminder Content that I am inserting a Custom Field where I want the payment amount to be.
Now that we have our Reminder Type created, the next step is to go ahead and send the reminder. This is step 2.
Step 2 - Add your Custom Field when you schedule your reminder
You can fill the value of your custom field when you schedule your reminder whether you use Google Calendar, Upload Files, or schedule through the website.
I will quickly demonstrate all 3 methods.
Method 1 - Add custom fields when you schedule a reminder through the website.
To schedule a reminder for an existing customer, simply go to the customers page, choose the customer to send the reminder to and press "View/Add Reminders".
Then press the "Add New Reminder" button.
Select the correct "Reminder Type". In this case it is the "Payment Due Demo". Then select the appointment date and fill in the "Custom Field 1" with the payment amount. Then press save.
Method 2 - Add custom fields when you upload a file
To schedule a reminder by uploading a file, we can start with our template and then just modify as needed. I can grab the template on the Import Files Page.
We need to know the Reminder Type ID first. This can be found on the Reminder Types page.
Now we create our file and we put "15968" for the Reminder Type and "$75" for CustomField1. Then we simply upload the file through the import files page.
Method 3 - Add custom fields when you schedule through Google Calendar
To schedule a reminder with Custom Fields through Google Calendar, we first need to connect the calendar. Once we have the calendar connected, we can simply schedule a reminder and add a Google Calendar Tag. There are other tutorials which will take you through the process of linking a Google Calendar.
Once your calendar is connected, you can create a new event. Then add a Google Calendar Tag in the description or the title of the event with the appropriate details. In this case, my tag simply says Jonah Tester 3035551212 RemID=15968 CustomField1=$75 .In this way I have specified the Reminder Type that I want to use and the Custom Field 1 value. If this reminder type was my default, I could leave out the RemID part.
Now that I have shown you the 3 different methods to schedule a reminder with custom fields, we can check the results.
Step 3 - Checking the Reminder Results
Now after the Reminder has been sent, we can see the results and the full message in the Reminders Page.
That wraps up our tutorial on sending custom fields through your reminders.