Location-specific Reminders

The following steps detail how to add a Location-type merge field to an appointment reminder template.

1. Navigate to User Profile > Account Settings > Practice > Locations and make sure that your Location Names provide clear information. Create and name a Telehealth location if necessary.
2. At Tools > Communication > Templates open the appointment reminder templates (SMS or Email) that you use.
3. Click on the Available Merge Fields link at the bottom of the template, and copy the {AppointmentLocationName} merge field. You can use other Location-specific merge fields like {AppointmentLocationNotes} to provide more instructions to the clients.
   
4. Paste the merge field(s) into the body of the template.
5. Click Save Changes.

Formatting Location Notes in reminders

The Location Notes field you set up in User Profile > Account Settings > Practice > Locations is a plain text box, not a formatting editor. When you add the {AppointmentLocationNotes} merge field to a template, Zanda copies your notes into the message exactly as you typed them. How that text looks depends on the message type:

• Email templates: Zanda applies basic HTML in your Location Notes when it sends the email. For example, <b>Park at the rear</b> shows as bold text, and <a href="https://example.com">map</a> shows as a link. Line breaks you type with the Enter key don’t carry over into emails, so add <br> wherever you want a new line.
• SMS templates: Because SMS messages are plain text, Zanda removes any HTML tags and sends only the text between them. For example, <b>Park at the rear</b> arrives as “Park at the rear”.

Keep the following in mind:

• The Location Notes field holds up to 512 characters, and any HTML tags count towards that limit.
• Every template that includes the merge field uses the same Location Notes, so keep any HTML simple so the text still reads well in SMS.
• Send a test reminder to yourself to check how your notes look before clients receive them.

❗ Please note that when the ClientTelehealthUrl merge field is included in any communication template, it will automatically populate with the unique Telehealth link for each client, regardless of appointment location.