---
title: "How to set up appointment reminders and confirmation templates linked to specific visit types"
url: "https://help.healthbridgenova.co.za/en/article/how-to-set-up-appointment-reminders-and-confirmation-templates-linked-to-specific-visit-types"
language: "en"
last_updated: "2026-06-23T10:04:39.351Z"
---

# How to set up appointment reminders and confirmation templates linked to specific visit types

1.  Navigate to the **“Admin”** tab and select **“Settings”**.
2.  Within the **“Settings”** menu, locate and select “**Patient and account”.**
3.  Select **“SMS and email templates”**.
4.  Choose “**New email template"** or **“New SMS template”** as required.
5.  In the **“Template Type”** dropdown, select either **“Appointment confirmation per visit type”** or **“Appointment reminder per visit type”**.
6.  Select the applicable **“Visit Type" from** the dropdown menu.
7.  Enter a “**Template description”** to facilitate easy identification.
8.  Compose the “**Subject”** line; you may select a variable or enter custom text.
9.  Draft the message content. Use the “**Insert variable”** dropdown for personalization and the “**Add attachment”** option to include necessary documents.
10.  Click **“Preview”** to review the message with populated variables, then click “**Save”** to finalize.

![](https://cdn-assets.productfruits.com/10d492f9-ec6a-4ea0-87bc-0fd1e81afb36)![](https://cdn-assets.productfruits.com/4f5ac0d3-e135-4244-a95c-5cbf1731eda5)

![](https://cdn-assets.productfruits.com/69968fbb-a099-4448-bf72-d8eb4c0ef97f)

**Note :** Please monitor the character limit warning when configuring SMS templates, as messages exceeding 160 characters may incur additional billing charges.