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Question

Send Meeting Reminders to Clients

  • October 2, 2024
  • 1 reply
  • 12 views
Darci
Explorer

Hi everyone, 

I’m still pretty new to HB and one thing I’m not too sure of is how to send reminders to clients for a scheduled meeting. I’d like to do this either by text or email (or both). How do I go about doing this? Right now, we just add the meeting to our calendar. Is there a way for a reminder to go out that way? Or do we have to use “Scheduler” for reminders to work? Any help is appreciated. 

Thank you in advance!

Darci

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    1 reply

    kitzzy
    HoneyBook Employee
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    • kitzzyHoneyBook Employee
    • HoneyBook Employee
    • October 3, 2024

    Hi @Darci,

    Kitzzy here from the Education team. Yes, meeting reminders is a feature of the Scheduler. When you create a meeting type, you can add up to 2 meeting reminders to go out to all invited to the meeting via email, or Email & SMS.

    Check out this article for more details:

    https://help.honeybook.com/en/articles/3614050-create-a-meeting-type#h_0ab84af811 

    Let me know if that helped.

    Thanks,

    Kitzzy

    Kitzzy, Product Education Team
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