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 email reminders

• Adding SMS reminders

Adding SMS reminders for client

To send SMS reminders, connect either Telnyx or Twilio to your 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.

Choosing which number the reminder goes to

Reminders are sent to the number your client enters in a phone number question on the scheduling link. There are two ways a scheduling link can collect a phone number:

•  A phone number question added under Settings > Questions. If the link doesn't have one yet, add it there.

• Phone as the primary contact field. If you've switched the scheduling link to collect a phone number instead of an email address, the phone number question that replaces the email question works the same way.

Every phone number question has a Send SMS updates setting. Questions you add yourself have it on by default; the phone question created when you switch the primary contact field from email to phone starts with it off, so turn it on if you want reminders sent to that number. The reminder goes to every phone number question that has it on, so if a client fills in two phone number questions, the reminder arrives on both numbers. To send to one number only, open the other phone number questions and turn Send SMS updates off. Send SMS updates covers this in more detail.

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. Click the SMS reminders tab.

5. For each reminder (e.g., 24 hours, 2 hours before the meeting), you'll see two options.

6. Use default reminder SMS - This uses the standard template available in Admin Panel.

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