Step 2: Selecting a Schedule and Recipient Set

In this step you select the recipients who will receive your SMS message.

Unlike sending a single SMS (where you specify the individual recipient), when sending SMS messages in bulk, you must specify a range or scope of recipients. Furthermore, as this is a bulk SMS wizard for Appointments, the scope is based on an appointment schedule, specifying;

  • The range of dates and times on which the appointments fall, and
  • The practitioner(s) and/or groups of practitioners the appointments are on behalf of.


    For example, the image above indicates that we want our recipients to consist of patients who have an appointment;

  • On or between 7/3/2016 and 11/3/2016,
  • Between the hours of 8:00 am and 5:00 pm
  • With Dr Bevan Ayres or Dr Grant Kong.
  • From and To dates can be free-typed, or selected via the

    button.
    • The default From date is the current date.
    • The default To date is one day later than the current date.
    • The From date must be equal to or earlier than the To date.
    • The From date can never be earlier than the current date.
  • From and To times can be free-typed or selected via the

    control.
    • The default From time and To time is 12:00:00am.
    • The From date field can be selected by pressing the Alt + F
    • The From date field can be selected by pressing the Alt + S
  • The Practitioners and Groups list shows all practitioners and practitioner groups SMS messages can be sent on behalf of. By default, nothing is selected when you access this window.


    • selects all practitioners and practitioner groups.


    • de-selects all practitioners and practitioner groups.
    • The list of practitioners and practitioner groups can be selected by pressing Alt + P
  • To proceed to the next step:
    • The From date/time must be less than or equal to the To date/time.
    • At least one practitioner/group must be selected.