Skip to main content
All CollectionsCalendar
Reminders for calendar meetings
Reminders for calendar meetings

If you want to send a reminder to the customer or webCRM users before a meeting

Updated over a week ago

In webCRM you have the possiblity to add a reminder before your meetings. I can be added when creating the meeting or if you edit it afterwards.

When you add a reminder you can change the following settings:

E-mail or SMS - SMS is only available if you've set up the integration for SMS services in webCRM.

When to send the reminder - Here you're able to change when the recipients should receive the reminder.

Template - Here you'll choose which template you want to use, when sending the reminder. (The template have to be the type "Syncronized meetings" before appearing on this list)

Recipients - This is where you choose who should receive the reminder. If you choose "Persons" the contactperson of the customer, which is added to the meeting will recive the reminder, "Users" then the webCRM user which is added to the meeting, and "External" then the reminder will be sent to the e-mail added in the "Add persons or external emails", which is not connected to a contactperson in webCRM.

You can also add as many reminders as you like.

Did this answer your question?