You can create appointment reminders for leads, clients and agents. You can get creative with other kinds of task reminders, like Payment Reminders as well!
NOTE:This is not retroactive, so only tasks created after the Appointment Reminder will generate the emails and/or SMS messages.
Step 1) Go to Templates (or Drips if you have been with us a long time!).
If you don't see a template for Appointment Reminder pre-populated into your account, create a new template and save it. At the bottom of this tutorial is Sample Text for a template for your convenience.
The following snippets are available for you to utilize.
Appt Date (format 99/99) = #APPT_DATE#
Appt Time (format HH:MM AM/PM) = #APPT_TIME#
Appt Location = #APPT_LOCATION#
For more information on creating an email template, click HERE
Step 2) Go to Settings> Appointment Reminders> Add New Reminder
Set an email and/or SMS message and save.
Step 3) Go to a lead/client file, Click Add Task, Set the Category for Appointment with any other location, date/time details. Save the Task. It will generate the reminders per the schedule you set in step 2.
Sample Text for an Appointment Reminder Email:
Hello! #FIRSTNAME#,
I'm looking forward to our meeting. Here are the details:
#APPT_DATE# #APPT_TIME#
#APPT_LOCATION#
Sincerely,
#AGENTNAME# #AGENTEMAIL# #AGENTPHONE#