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How to Setup Automated Event Reminders?

Create reminders while creating event to stay on top of your schedules.

Devanshi Kackar avatar
Written by Devanshi Kackar
Updated over 8 months ago

When a new lead or signed client schedules a consultation, they may forget about it. This can also happen with an internal team member. An automated reminder from your end, giving the event participant(s) a heads-up before the scheduled time, could ensure they eventually show up.

Steps to set up Event Reminders

  1. Click the Avatar Icon and select Settings.​

  2. Navigate and expand Firm Settings and click on Reminders.​

  3. Scroll down to Event reminder and click Add reminder option.

  4. Choose a Notification Type, whether email or SMS, and Variables as well as Interval.​

  5. Enter your Reminder Content and choose relevant Merge Fields if required.

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  6. Click Save to complete the process.​

You can also create a reminder while creating an event on your calendar. Click on More Options and then, + Add a Reminder and add the reminder requirements to activate it.

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