The Appointment Reminder Touchpoint in BrokerBlocks is designed to work automatically through Next Best Actions. When BrokerBlocks detects an upcoming appointment on your Google Calendar, it generates a Next Best Action prompting you to send a reminder at exactly the right time.
🧭 Getting Started
You'll typically access this touchpoint through a Next Best Action. You can also review or edit it directly at any time:
Go to Explore in the main app
Navigate to Prospect Phase → Appointment Reminder
Click Explore to open the touchpoint
Note: When editing a touchpoint in Explore, select any contact to preview and make your edits, then save. Your changes will be ready the next time you send that touchpoint to any of your leads.
💡 Tip: Edits made here apply to all future Appointment Reminder touchpoints generated by Next Best Actions.
🧾 What BrokerBlocks Auto-Fills for You
When an Appointment Reminder is triggered, BrokerBlocks automatically pre-fills key details pulled from your calendar and profile — saving time and reducing the chance of errors:
📸 Realtor's photo
🏢 Company logo (size adjustable)
📅 Appointment date, time, and duration
📍 Meeting location and business name
📱 Realtor's mobile number
✏️ How to Personalize this touchpoint
When customizing the Touchpoint, you can review and update appointment details and branding before sending.
1. Open Edit Mode
The touchpoint opens directly to the Edit screen by default — no extra steps needed.
2. Update Branding Elements
When customizing the Touchpoint, you can adjust:
Your Photo — Review your profile photo and swap it if needed. Enable Auto Scale to fit it automatically within the design.
Your Company Logo — Choose a size (Small, Medium, or Large), or enable Auto Scale to keep it properly sized and aligned.
3. Review & Confirm Appointment Details
Under the Appointment section, confirm or update the following fields:
Date — Appointment date
Start Time — When the appointment begins
Duration — Length of the appointment
End Time — Automatically calculated based on duration
Location — Full meeting address
Location Business Name — Display name shown to the client
Mobile Number — Contact number included in the reminder
Any changes made here update the preview in real time.
4. Preview Your Changes
Review the updated appointment card in the main preview area to make sure all details are accurate and on-brand before sending.
📌 Tip: Most fields are auto-filled for convenience, but a quick review ensures a polished, accurate client experience every time.
Note: If you simply want to save your edits as the default template, click the home icon in the upper left corner and select "Save and Return to Dashboard"
📤 Ready to Send?
Once you've reviewed your edits:
Click Save to apply your changes for future use
Click Continue to review Sending Options and deliver the touchpoint now
Questions? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com — we're happy to help.