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
Select the client
Pick the client in the top-right switcher. The readiness panel shows whether reminders are set up and ready to send.
Configure a reminder
Set the Subject and Send timing (how long before the meeting it goes out), plus any Always CC or Always BCC addresses.
Send a test
Use Send test reminder with a recipient to preview exactly what attendees will receive.
What the buttons do
- Subject
- The reminder email subject line.
- Send timing
- How far before the meeting the reminder sends.
- Always CC / BCC
- Addresses copied on every reminder.
- Send test reminder
- Sends a sample reminder to a recipient you choose.
Common questions
The readiness panel at the top tells you whether everything required is configured.
Yes. Use Send test reminder to send yourself a copy first.