If you have connected your calendar to Vectera and created a meeting type, your clients will be able to book meeting with you. However, sometimes they forget about the meeting, so a reminder can be important.
You can use Markdown to style the reminder text and add custom HTML to change the layout of your templates.
In this help article
Add a reminder to a meeting type
To add a reminder to your meeting type, you will have to follow these steps:
Go to Scheduling
Create a new meeting type (Personal or Team) or edit an existing meeting type
Make sure all the information in the 'Meeting type details' and 'Availability' is correct and check the summary
Go to 'Powerful extensions' and open Reminders
If you would like to have a reminder for you and your client before the meeting starts, you can set it up here. A calendar reminder will be a notification from your calendar program. An email reminder is a reminder through email.
The reminders should be shown in minutes before the meeting starts, e.g. 60 minutes. There are 3 default options that you can choose for both reminders:
- No reminder
- 15 minutes
- 60 minutes
If you would like to pick another amount of minutes, you click on Custom and fill in the preferred number. (e.g. 30)
Edit other Powerful extensions first or hit save
Change the email reminder template of a meeting type
In 'Customize 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 meeting. While the email reminder is an email that your client will receive shortly before the meeting.
Open 'Customize email templates' and then open the template that you want to edit
Change the 'Subject' and 'Text' according to your wishes
Make sure the information in Subject and Text is according to the requirements, click on '?' to see those.
Hit save or edit other settings of the meeting type
Read more about email templates in this help article.
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!