Send Automatic Reminders

⏰ Setup Automated Reminders

Automated reminders mean fewer missed appointments and happier clients. They’re like your calendar gently tapping clients on the shoulder to remind them you're meeting soon.

🧭 Steps to Set It Up:

1. Navigate to Automation

2. Click Create Workflow and select Recipe

3. Choose the recipe Appointment Confirmation + Reminder

4. Edit the Confirmation Email action

5. Update your meeting link (Zoom, Google Meet, etc.) and click Save Action

6. Review all actions

7. Click Publish

8. Click Save

Next: Consider customizing your reminders with personalized messages to build stronger client relationships.

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