How do I change my reminder preferences from Group to Individual?


Preferences are set at the group level. If different practitioners within the group require different preferences, each practitioner can be added individually.

NOTE: By default, practitioners use the group credit card for reminders and draw from the group Halaxy credit balance. If you want the practitioner to use their own credit card for their SMS reminders, they must have their own individual payment settings for Halaxy credits and maintain a separate Halaxy credit balance.

To set up individual reminder preferences:

  1. Click Settings > Reminders.

  2. Click Add New at the bottom of the page. The Add New Reminder Setting pop-up appears.

  3. Select the practitioner from the drop-down menu and click Submit.

  4. The practitioner now appears in the Reminders page as an individual. Click the Edit (pencil) icon to the right of their name to change their individual reminder preferences as desired.

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