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
Click the
Avatar Icon
and selectSettings
.Navigate and expand
Firm Settings
and click onReminders
.Scroll down to
Event reminder
and clickAdd reminder
option.Choose a
Notification Type
, whether email or SMS, andVariables
as well asInterval
.Enter your
Reminder Content
and choose relevantMerge Fields
if required.
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.