Skip to main content
All CollectionsCalendar & EventsEvent Management
How to Setup Automated Event Reminders?
How to Setup Automated Event Reminders?

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

Maninder Kaur avatar
Written by Maninder Kaur
Updated over 2 weeks 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.

  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.

Did this answer your question?