Calendar Sync Reminders

Calendar Sync Reminders

This article explains how to write an Outlook appointment subject line so AlertBlast sends the right reminder text to the right person. It covers every supported scenario, including appointments with more than one contact, and lists the mistakes that stop a reminder from going out.

 AlertBlast reads the subject line of each synced appointment. With one person, the order doesn't matter: the phone number can come before or after the name. With two or more people, order matters: each phone number must come straight after the name of the person it belongs to. Punctuation matters too. AlertBlast relies on the commas or semicolons between items, and on the parentheses after a name.

How a subject line is built

A subject line has two parts, split by a colon: codes before it, people after it. Here is every part, in the order you write them:

GC
Program codeRequired
Intake
TypeOptional
TH
ModalityOptional
:
ColonAlways
Emma Brooks
ClientAlways first
(9)
AgeUnder 18 only
,
Comma or semicolonBetween people
Diane Brooks
ContactCaregiver or guardian
(mom)
RelationshipMarks a contact
704.555.0122
PhoneRight after its person

Before the colon: codes

  • Program code, required. GC GP GPG EA ITL YA. Without one, AlertBlast ignores the appointment.
  • Spanish: put S- in front of the code, like S-GC.
  • Type: Appt Intake Assess. Optional.
  • Modality: TH PC. Optional.
  • Codes can go in any order. Type program codes in CAPITALS.
  • To cancel, put Cancelled before the colon. Any form of the word "cancel" anywhere in the subject cancels the reminder, so keep it out of notes.

After the colon: people

  • Separate people with commas or semicolons. Write the client first, first name then last name.
  • Join children who attend together with &, and or +. One reminder names all of them. Write each child's first and last name, and put only the age in their parentheses.
  • Every person listed separately with their own phone number gets their own reminder. People who share one phone go together as one name, like Glen & Marta Mercer.
  • (age) under 18 marks a minor. Minors are never texted, even if you list their number. Someone 18 or older keeps their own number. Always include a child's age, or the child is treated as an adult and could get a reminder of their own.
  • (relationship) marks a contact, such as a caregiver or guardian. Their text is about the client's appointment. Relationship words include mom, dad, grandma, guardian, caregiver, aunt, uncle, madre and padre. Any other word in parentheses, such as (new), is read as another person, so keep notes out of the subject.
  • Put each phone number right after the person it belongs to. Any format works: 10 digits, or 11 starting with 1.
  • An email address can follow the phone number. AlertBlast uses it to find the contact, but a reminder is only ever sent by text.

The rule that decides who gets a text

A person receives their own reminder only when their own phone number follows their name. Add a second name and a second number and you get a second reminder. There is no limit on the number of people.

Two further rules protect minors:

  • Anyone with an age under 18 in parentheses is never texted. The caregiver is texted instead.
  • If a child's own number is listed and a caregiver's number is also listed, the child's number is ignored.

One person

Write thisWho is textedThe reminder says
EA TH Appt: Lena Oduya, 704.555.0121Lenaappointment for Lena O.
EA TH Appt: Lena Oduya, 704.555.0121, lena@example.comLenaappointment for Lena O.
GC TH Appt: Micah Alder (8), Rosa Alder (caregiver), 704.555.0177Rosaappointment for Micah A.
GC TH Appt: Calloway, Nina (13), Teresa Calloway (mom), 704.555.0193Teresaappointment for Nina C.

Surname-first names are understood. Calloway, Nina (13) is read as Nina Calloway, and the reminder never shows the surname in full.

Several adults, each with their own phone

Each adult gets their own reminder naming only themselves. One client's name never appears in another client's text.

Write thisTexts sentThe reminders say
EA TH Appt: Lena Oduya, 704.555.0121, Paul Oduya, 704.555.01352appointment for Lena O.
appointment for Paul O.
EA TH Appt: Lena Oduya; 704.555.0121; Paul Oduya; 704.555.01352appointment for Lena O.
appointment for Paul O.
EA TH Appt: Lena Oduya, 704.555.0121, Paul Oduya, 704.555.0135, Rae Oduya, 704.555.01423appointment for Lena O.
appointment for Paul O.
appointment for Rae O.
EA TH Appt: Glen & Marta Mercer, 704.555.01591appointment for Glen & Marta M.

A child with more than one caregiver

List each caregiver with their relationship in parentheses and their own phone number. Every caregiver gets the same reminder naming the child.

Write thisTexts sentThe reminders say
GC TH Appt: Micah Alder (8), Rosa Alder (mom), 704.555.0177, Dan Alder (dad), 704.555.01882 — Rosa, Danappointment for Micah A. (both)
GC TH Appt: Micah Alder (8), Rosa Alder (mom), 704.555.0177, Dan Alder (dad), 704.555.0188, Eve Alder (grandmother), 704.555.01993appointment for Micah A. (all three)
GC TH Appt: Micah Alder (8); Rosa Alder (mom); 704.555.0177; Dan Alder (dad); 704.555.01882appointment for Micah A. (both)
GC TH Appt: Micah Alder (8), Rosa Alder (mom; 704-555-0111)1 — Rosaappointment for Micah A.

The last row shows a relationship and a phone number inside one set of parentheses, separated by a semicolon.

Brothers and sisters on one appointment

Join the children with &, and or +. All three work the same way. The caregiver receives one reminder that names every child.

Write thisTexts sentThe reminder says
GC TH Appt: Ada Renner (8) & Otis Renner (10), Bea Renner (caregiver), 704.555.01841 — Beaappointment for Ada R. & Otis R.
GC TH Appt: Ada Renner (8) & Otis Renner (10) & Cy Renner (6), Bea Renner (caregiver), 704.555.01841 — Beaappointment for Ada R., Otis R. & Cy R.
GC TH Appt: Ada Renner (8) & Otis Renner (10) & Cy Renner (6) & Del Renner (9), Bea Renner (caregiver), 704.555.01841 — Beaappointment for Ada R., Otis R., Cy R. & Del R.
GC TH Appt: Ada Renner (8) and Otis Renner (10), Bea Renner (caregiver), 704.555.01841 — Beaappointment for Ada R. & Otis R.
GC TH Appt: Ada Renner (8) + Otis Renner (10), Bea Renner (caregiver), 704.555.01841 — Beaappointment for Ada R. & Otis R.
GC TH Appt: Ada Renner (8) & Otis Solberg (10), Bea Renner (caregiver), 704.555.01841 — Beaappointment for Ada R. & Otis S.
GC TH Appt: Ada & Otis Renner (8), Bea Renner (caregiver), 704.555.01841 — Beaappointment for Ada & Otis R.

Different surnames are handled correctly, and the youngest child's age is used for the appointment.

Children and more than one caregiver together

Write thisTexts sentThe reminders say
GC TH Appt: Ada Renner (8) & Otis Renner (10), Bea Renner (mom), 704.555.0184, Cal Renner (dad), 704.555.01852 — Bea, Calappointment for Ada R. & Otis R. (both)
GC TH Appt: Ada Renner (8) & Otis Renner (10); Bea Renner (mom); 704.555.0184; Cal Renner (dad); 704.555.01852appointment for Ada R. & Otis R. (both)
GC TH Appt: Ada Renner (8) & Otis Renner (10), Bea Renner (mom); 704.555.0184, Cal Renner (dad); 704.555.01852appointment for Ada R. & Otis R. (both)

Using semicolons

A semicolon does everything a comma does. It is useful when a name or a note already contains a comma.

  • EA TH Appt: Lena Oduya; 704.555.0121; Paul Oduya; 704.555.0135 — two reminders, one each.
  • GC TH Appt: Micah Alder (8); Rosa Alder (caregiver); 704.555.0177 — one reminder to Rosa.
  • GC TH Appt: Micah Alder (8), Rosa Alder (mom; 704-555-0111) — a semicolon inside the parentheses separates the relationship from the number.
  • EA TH Appt: Lena Oduya; 704.555.0121; lena@example.com — an email address can follow a semicolon too.
  • Commas and semicolons can be mixed in one subject line.

Do

  • Give every person who should be texted their own phone number, written straight after their name.
  • Always put the age in parentheses for anyone under 18, for example (8). The age is how AlertBlast knows not to text a child.
  • Write each child's first and last name when several children share one appointment, so each child is named in the text.
  • Put the relationship in the caregiver's parentheses — (mom), (dad), (caregiver), (grandmother).
  • Use & to join two people who share one phone number, such as Glen & Marta Mercer, 704.555.0159.
  • Keep the colon after the program codes.

Don't

Don't do thisWhat happensDo this instead
Leave the age off a child — GC TH Appt: Micah Alder, Rosa Alder (mom), 704.555.0177AlertBlast cannot tell Micah is a minor. The appointment raises an extra row in the review queue prompting the user to create a contact for Micha.Always write the age: Micah Alder (8)
Leave the ages off a sibling group — Ada Renner & Otis Renner, Bea Renner (caregiver), 704.555.0184Same problem. Bea still gets her reminder, but an extra review row is raised for the children.Add each age: Ada Renner (8) & Otis Renner (10)
Put anything except an age in a child's parentheses — Ada Renner (new) & Otis Renner (10)The grouping breaks. The text names only the first child: "appointment for Ada R."Keep notes out of the subject line. Use Ada Renner (8)
List only a child's own number — GC TH Appt: Micah Alder (8), 704.555.0170No reminder is sent, by design. A minor is never texted, and no adult was listed.Always list a caregiver with a phone number.
Use first names only in a group — Ada & Otis, Bea Renner (caregiver), 704.555.0184The children are not recognised as two people and an extra review row is raised.Write both names in full: Ada Renner (8) & Otis Renner (10)
Write a subject with no code and no name — Team MeetingNothing is sent. This is intended: internal appointments must never generate a client text.Nothing — this is the correct behaviour for internal meetings.

What lands in the review queue

An appointment waits for an operator instead of sending when any of the following is true:

  • A person is named in the subject but no phone number is given for them.
  • The only phone number in the subject belongs to someone under 18.
  • The name in the subject does not match an existing contact closely enough.
  • Two contacts match the same name and AlertBlast cannot choose between them.

A review row is not an error. It is AlertBlast asking a person to confirm who the appointment belongs to before a text goes out. Once an operator links a client and selects Remember this match, the other waiting appointments for that client are linked automatically.

Need help?

If an appointment is not producing the reminder you expect, copy the exact subject line and submit a ticket.