Creating Recall Appointments

Customer Success Advisor
Customer Success Advisor
  • Updated
Creating recall appointments in the Rewards Hub is quick.
Step 1: Jump to your member's profile
To begin creating these reminders, navigate to your member's profile, and click the "Appointment" tab.
**Note** Only an admin or a user who has been authorized to access the Appointments tab by an admin may perform this action.
Create the recall reminder
When creating a new recall reminder, make sure the "Recall" button is selected. Then select the Month and Year of the reminder, and, if you'd like, supply a description for the reminder.
Click "Submit" to save the recall appointment.
Once you are finished, the recall reminder will appear!
**Note** These reminders will be sent on the 1st of the month at 12:00 PM PST.
Ensure your member is informed
Check the section at the bottom of the page to see which email address will receive Appointment and Upcoming Recall notifications.
If the member does not yet have an email address on file, or needs to update their notifications, you will see a prompt at the bottom of the screen to update their Notification Settings.
Review and adjust your recalls
You can view all appointments under the member's profile underneath the Appointment tab. If you need to make any edits to the appointment, simply click the red "X" to cancel it, and create a new appointment.