Reminder videos
Short answer: Yabily sends a personal reminder video to each person who has an appointment, a document to return, or a renewal coming up. Each reminder says their name in your voice, shows the company's website on screen, and tells them the one thing to do next.
Where reminders fit
- Upcoming meetings: an advisor meeting, a consultation or a call, with the date, time and link. For clinic patients, see the professional services page.
- Documents due: a form, a signed agreement or a list of items to bring.
- Renewals and reviews: a policy, a retainer or an annual review coming up.
- Meetings: a reminder before a call or a consultation, with the link to join.
Say what to do, not why
A good reminder is short and specific: the date, the time, the one action, and who to contact with questions. Keep the reason for the reminder general, and leave out anything personal or sensitive.
What not to put in a reminder
- Account numbers, balances, amounts owed, or payment details
- Health information, diagnoses, treatments or insurance details
- Case details or anything a client has not already agreed to share
For clinics and practices, the rules are stricter. See professional services before you send any appointment reminder.
How revisions work
- Name, link and website fixes: free, up to 2 per contact video, within 10 days of the video being built. We rebuild only that contact's video.
- Greeting re-take (saying the name again): 1 Yabit per contact video.
- Changing one paragraph of your main message: 2 Yabits. The main video is rebuilt, so every contact video made from it is rebuilt too.
- Re-cutting the whole main message: 10 Yabits, the same as one video.
Frequently asked questions
Can I send reminders to a whole list?
Each person gets their own version, but send reminders only to people who expect them: your clients, patients who booked, or people who agreed to hear from you.
Can clinics send appointment reminders?
Not to patients yet. Once a business associate agreement is available, appointment reminders will be limited to the patient's first name, the appointment date and time, and the doctor's name. Read the professional services page for the current position.
What if an appointment changes?
Send a new reminder. A change to the same video costs Yabits, as described in the revisions section.
Ready to try it?
Join the waitlist and we will let you know when your spot is ready.
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