Appointment scheduling now includes a reminder box so you don’t miss any appointments. It’s available in the lead, project, and customer modules, helping you stay organized and save time.
Step 1: From the main menu, go to “Database” under “Manage Database”.
Step 2: Click “Additional” and from the drop-down, select “Automation”.
Step 3: Click “+Add” icon to add a new automation
Step 4: Provide a title and click “Next”.
Step 5: Select any module among “Lead”, “Project”, and “Customer”. For this example, we have selected “Lead”.
Step 6: Select your preferred job type.
Step 7: Click “Add Start Trigger(s)” to add a trigger and then select “When Lead Created” from the list.
Step 8: Click the “+” icon to select how the automation will end.
Step 9: Select “Schedule Appointment” from the drop-down.
Step 10: Select the "Appointment Type" from the drop-down.
Step 11: Provide a title and choose the attendees by clicking on “Select Attendee”.
Step 12: Scroll down to locate "Reminder" and check the checkbox. You can also choose reminder options and customize the reminder content using this feature. Click “Save” once you have set the reminder options and content.
Step 13: Once saved, you will be able to see the Reminder specifics along with the trigger.