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How to Setup Automated Event Reminders
How to Setup Automated Event Reminders
Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

When a new lead or signed client schedules a consultation, they may forget about it.

An automated reminder from your end giving the event participant(s) a heads up before the event's scheduled time could go a long way in ensuring they eventually show up.

To set up event reminders:

  1. Click the avatar image and tap Settings

  2. Navigate to Firm Settings and click Reminders

  3. Scroll down to Event reminders and click Add reminder

  4. Choose a notification and variable type as well as interval.

  5. Enter your reminder content and choose relevant merge fields

  6. Click Save

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