If you have connected your calendar to Vectera and created an appointment type, your clients will be able to book appointments with you. However, sometimes they forget about the appointment, so a reminder can be important. This is how you add a reminder to your appointment type.


You can use markdown to style the reminder text and add custom HTML to change the layout of your templates.


Personal appointment types


Add a reminder to a personal appointment type

To add a reminder to your appointment type, you will have to follow these steps:

  1. Go to Scheduling

  2. Create a new appointment type or edit an existing appointment type

  3. Make sure all the information in the 'General settings' and 'Availability' is correct and go to Email templates.

  4. You will see reminder options for a calendar reminder and an email reminder. Fill in the number of minutes when the reminder must be sent before the meeting starts. (eg. 60 minutes)

  5. Hit save or click on email templates


Change the email reminder template of a personal appointment type

In 'Email templates' you can change the template for the confirmation mail and the email reminder. The confirmation mail is the email that your client will receive shortly after they booked the appointment. While the email reminder is an email that your client will receive shortly before the meeting.

  1. Open the template that you want to edit

  2. Change the 'Subject' and 'Text' according to your wishes

  3. Make sure the information in Subject and Text is according to the requirements, click on 'Show help' to see those.

  4. Hit save or edit other settings of the appointment type



Team appointment types


Add a reminder to a team appointment type

To add a reminder to a team appointment type, you will need to be an admin of the team. If you are a team admin, you can follow these steps to add an email reminder:

  1. Go to Scheduling

  2. Create a new team appointment type or edit an existing appointment type

  3. Make sure all the information in the 'General settings' and 'Hosts' is correct and go to 'Email templates'

  4. You will see reminder options for a calendar reminder and an email reminder. Fill in the number of minutes when the reminder must be sent before the meeting starts. (eg. 60 minutes). This will work for all the team members who are active in for this appointment type.

  5. Hit save



Change the email reminder template of a team appointment type

Changing the email templates from a team appointment type can also be done by a team admin. The confirmation mail is the email that your client will receive shortly after they booked the appointment. While the email reminder is an email that your client will receive shortly before the meeting.

  1. Go to Scheduling

  2. Edit an existing appointment type and go to 'Email templates'

  3. Scroll down until you see 'Edit your e-mail templates' and open the template that you want to edit or Copy the email template from another appointment type

  4. Change the 'Subject' and 'Text' according to your wishes

  5. Make sure the information in Subject and Text is according to the requirements, click on 'Show help' to see those.

  6. Hit save


More information on scheduling and booking pages can be found in this help section.


The Vectera team is looking forward to your feedback. Our main goal still is to improve your experience in creating online meeting rooms. Eager to get going? Log into your account or get started with a free, fully-featured trial of Vectera!