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.
- Navigate to Automation.
- Click Create Workflow and select Recipe.
- Choose the recipe Appointment Confirmation + Reminder.
- Edit the Confirmation Email action.
- Update your meeting link (Zoom, Google Meet, etc.) and click Save Action.
- Review all actions.
- Click Publish.
- Click Save.
Next, consider customizing your reminders with personalized messages to build stronger client relationships.