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SMS reminders for client

NeetoCal allows the host to send meeting reminders to the clients so that they don't forget about the upcoming meeting.

The host can send reminders in two ways:.

Adding SMS reminders for client

To send SMS reminders, the host needs to integrate Twilio with their NeetoCal account. The Meeting reminder option must also be checked on the SMS tab of the Global notifications page in the Admin panel (it is checked by default). If the scheduling link overrides the global settings, check it in the link's Override global notifications setting instead.

  1. Click on the scheduling link where you want to add SMS reminders.

  2. Click on the Settings tab.

  3. Click on the Reminders card.

  4. Click on the SMS reminders tab.

  5. Enable the SMS reminders toggle.

  6. Enter a time and select the duration unit (Minutes, hours or days).

  7. Click the + Add new reminder icon to add more reminders.

  8. Click on Save changes when you're done.

  9. Once set, NeetoCal will automatically send text message reminders with meeting details to your clients, as long as the Meeting reminder SMS stays enabled in the notification settings.

  10. After saving the changes, NeetoCal will automatically add a question to your booking page titled: “Enter your phone number to receive meeting reminder”.

  11. The phone number provided by your clients in response to this question will be used specifically for sending SMS reminders.

Note: If you've already created a custom question asking for a phone number, it will not be used for reminders. NeetoCal will always create and use its own default question to ensure that SMS reminders are sent correctly.

This approach helps maintain consistency and ensures that reminders are delivered to the appropriate contact number collected during the booking process. However you are allowed to change the question as per your preference.

Customizing SMS reminder for clients

You can customize the SMS content of each reminder sent to your clients (e.g., 24 hours before, 2 hours before, etc.), giving you more control and personalization.

  1. Select the Scheduling Link for which you want to customize reminders.

  2. Click the Settings tab.

  3. Select the Reminders card.

  4. For each reminder (e.g., 24 hours, 2 hours before the event), you’ll see two options.

  5. Use default reminder email - This uses the standard template available in Admin Panel.

  6. Use customized reminder email - Select this to edit the email for just that reminder. Make changes and click Save.