Reminderly Overview

Reminderly is a multi-channel reminder and messaging platform that lets you send text, voice, and email messages to your clients. Use it for automated appointment reminders, one-off messages, and follow-up surveys — and connect it to Google Calendar, Outlook, and Excel.

Step 1: In a new Google Calendar appointment, enter your client's phone number in the Reminderly field and click Add Reminder.

Step 2: In a new Outlook appointment, click the clock icon labeled Reminderly Appointment Reminders, add your client's contact information, and click Add Notification. If you later move the appointment, Reminderly updates the reminder automatically.

Step 3: To use Reminderly with Excel, upload a spreadsheet of your appointments to the Reminderly website — Reminderly handles the rest, including sending a reminder before every recurring appointment.

Step 4: On the Reminderly dashboard, open the Messages tab to see a full log of every message sent — appointment date and time, when the client was notified, who received it, the message type, and delivery status. For voice calls, the log also shows call duration and whether a person or machine answered.

Step 5: On the Communicator tab, search for a client by name or phone number, type your message, and click Send to deliver it immediately. You can also store Contacts and build Groups for mass messaging — group sends work like BCC, so recipients can't see who else received the message.

Step 6: Reminderly automatically sends post-appointment surveys on your behalf, asking clients how likely they are to recommend you and why. You can also include a review link for Google, Yelp, or Facebook.

Thanks for following along — explore the rest of our tutorials for more tips, and reach out anytime if you have questions. We're here to help.