You can create appointment reminders for leads & clients. This is not retroactive, so only tasks created after the Appointment Reminder will generate the emails and/or Text Messages. You can also use other Task categories such as Payment Reminders, Documents, etc to create those reminder triggers as well.

Step One

Drips > Templates > Add/Edit
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 Two

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#



#agentname# #agentemail# #agentphone#

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