How to Set Up and Manage Appointment Notifications

Last updated: 16 April 2026

How to Set Up and Manage Appointment Notifications

Appointment notifications are automatic email and SMS messages sent to patients when appointments are booked, changed, or approaching. This guide walks through setting them up, monitoring delivery, and sending manual reminders.

Email Delivery

Jump EHR includes a built-in email service called Jump Mail that works automatically — no external email integration is required. Email notifications are sent from your practice name using a verified Jump domain.

If you prefer, you can switch to sending via your own Gmail or Microsoft 365 account in Configuration > App Integrations. You can also set up a custom email domain so messages come from your practice's own domain (e.g. hello@yourpractice.co.uk).

SMS Delivery

To send SMS notifications, an SMS integration must be connected with available credits. See the SMS - Patient Messaging article for setup instructions.

Configuring Notifications on an Appointment Type

Notifications are configured per appointment type. Each type can have its own set of rules.

  1. Open Configuration from the top navigation dropdown
  2. Select Appointment Types
  3. Click the appointment type you want to configure
  4. Go to the Notifications tab

Notification Triggers

You can enable notifications for the following events:

Trigger When it fires Timing
Booking Confirmation When the appointment is booked Immediately
Reschedule Notification When the appointment is moved to a new time Immediately
Reminder Before the appointment Configurable
Cancellation When the appointment is cancelled Immediately
Follow-Up After the appointment is completed Configurable

For each trigger, you can independently enable Email, SMS, or both.

Setting Reminder Timing

Reminder notifications can be scheduled at these intervals before the appointment:

  • 24 hours before
  • 2 hours before
  • 1 hour before
  • 30 minutes before

You can add multiple reminders for the same appointment type — for example, one at 24 hours and another at 1 hour before. Click Add Reminder to add additional reminder times.

Setting Follow-Up Timing

Follow-up notifications can be scheduled at these intervals after the appointment:

  • 1 hour after
  • 24 hours after
  • 48 hours after
  • 1 week after

Selecting Notification Templates

For each trigger and channel combination, you can select a notification template. Templates control the content of the message and can include merge fields (patient name, appointment date and time, practice details, etc.).

Your practice may have custom templates alongside the system defaults. If no template is selected, the system uses a default message.

Viewing Notification Status

Once notifications are configured and appointments are booked, you can track delivery in the appointment details sidebar.

  1. Open an appointment from the Appointments list or the Calendar
  2. In the sidebar, find the Notifications section

Each notification shows:

  • Status — Sent (green), Pending (yellow), Failed (red), or Cancelled (grey)
  • Channel — an email or SMS icon
  • Trigger — what event caused the notification (e.g. Booking Confirmation, Reminder)
  • Timestamp — when it was sent or when it is scheduled to send

If a notification has failed, the error reason is displayed below the status.

Sending a Manual Reminder

You can send an ad-hoc notification to a patient at any time, outside of the automated rules.

  1. Open the appointment from the Appointments list
  2. Click the three-dot menu and select Send Notification
  3. Choose the Email or SMS tab
  4. Select a notification template
  5. Review the preview with the patient's details filled in
  6. Confirm and send

You can override the recipient email or mobile number if needed. Manual notifications are logged in the notification timeline alongside automated ones.

Troubleshooting

Problem Cause Solution
Notifications not sending No email provider available Ensure your organisation is verified — Jump Mail is enabled automatically for verified organisations
SMS not delivered No SMS credits remaining Top up credits in the SMS integration settings
Notification shows as Failed Recipient email or mobile number missing or invalid Check the patient record has a valid email address and mobile number
Reminder not sent Reminder timing has already passed when the appointment was booked Book appointments far enough in advance for the reminder window, or send a manual reminder
Patient did not receive email Email went to spam or was blocked Ask the patient to check spam and add your practice email to their contacts

Tips

Tip: Jump Mail works out of the box for verified organisations. You do not need to connect Gmail or Microsoft to start sending appointment notifications.

Tip: Test your notification setup by booking a test appointment for a staff member before going live. This lets you verify the template content and delivery.

Tip: Enabling a 24-hour reminder is one of the most effective ways to reduce missed appointments (DNAs).

Tip: You can send notifications to multiple appointments at once using the bulk actions in the Appointments list.