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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.

Click the <code>Avatar Icon</code> and select <code>Settings</code>.​

Navigate and expand <code>Firm Settings</code> and click on <code>Reminders</code>.​

Select <code>Event reminders</code> from the top to access it. ​

Choose a <code>Notification Type</code>, whether <code>Email or SMS</code>, and an <code>Interval</code>.​

Enter your <code>Reminder Content</code> information and choose relevant <code>Merge Fields</code> if required.​ ​

Click <code>Save</code> to complete the process.​

1. Click the <code>Avatar Icon</code> and select <code>Settings</code>.​
2. Navigate and expand <code>Firm Settings</code> and click on <code>Reminders</code>.​
3. Select <code>Event reminders</code> from the top to access it. ​

4. Choose a <code>Notification Type</code>, whether <code>Email or SMS</code>, and an <code>Interval</code>.​
5. Enter your <code>Reminder Content</code> information and choose relevant <code>Merge Fields</code> if required.​ ​

6. Click <code>Save</code> to complete the process.​

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

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

How to Setup Automated Event Reminders?

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How to Setup Automated Event Reminders?

Steps to set up Event Reminders