Meeting Reminders
Configure automated meeting reminder emails: subject, timing, CC/BCC, and a test send.
Configure automated meeting reminder emails: subject, timing, CC/BCC, and a test send.
Overview
Meeting Reminders configures the automated reminder emails sent before a client's booked meetings. Set the reminder subject and send timing, optional CC and BCC, and send yourself a test before turning it on.
How to use this page
- 1Select the client
Pick the client in the top-right switcher. The readiness panel shows whether reminders are set up and ready to send.
- 2Configure a reminder
Set the Subject and Send timing (how long before the meeting it goes out), plus any Always CC or Always BCC addresses.
- 3Send a test
Use Send test reminder with a recipient to preview exactly what attendees will receive.
What the buttons do
Common questions
How do I know reminders will actually send?
The readiness panel at the top tells you whether everything required is configured.
Can I preview the email?
Yes. Use Send test reminder to send yourself a copy first.
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