Clients can receive an array of notifications as set in your Practice Settings or on an individual basis. CounSol.com recommends leaving all practice settings enabled for security and accountability purposes.
NOTE: Changes made to the Default Notifications for New Clients settings will only affect clients registered after the change is made. If you wish to reset all clients to a new default, contact your account manager.
NOTE: Text notifications are static and contain all basic information required for reminders/confirmations. If you would like to add text to your text message notifications, contact your account manager regarding adding a custom message to texts ($5/mo).
ON THIS PAGE:
•Welcome Email (with custom message)
•Secure Message Received
•Payment Received
•Invoice
•Session Canceled
•Session Re-Scheduled (EMAIL)
•Session Re-Scheduled (TEXT)
•Session Reminder (EMAIL)
•Session Reminder (TEXT)
•Session Scheduled (EMAIL)
•Session Scheduled (TEXT)
•New Session Note
•New Attachment
•Password Changed
•Challenge Questions Changed
•Password Reset
•Username Reminder
Client Notification Examples:
Welcome Email (with custom message)
Note: In the example above, "We look forward to working with you." is the customized Welcome Email Message. All other text/links referencing login and your practice details are standard content in the Welcome Email.
Secure Message Received
Payment Received
Invoice
Session Canceled
Session Re-Scheduled (EMAIL)
Session Re-Scheduled (TEXT)
Session Reminder (EMAIL)
Session Reminder (TEXT)
Session Scheduled (EMAIL)
Session Scheduled (TEXT)
New Session Note
New Attachment
Password Changed
Other notifications:
Challenge Questions Changed
Password Reset
Username Reminder
