You can manage reminder templates for your entire team under the Management menu.
Let’s start with a new client reminder template:
- Choose the custom criteria you would like to use to trigger a reminder (in this case, the meeting type).
- Determine what type of reminder to send.
- Customize your message and include auto replies.
- Finally, assign this reminder template to profiles.
When a user under a selected profile clicks on Client Reminders, the reminder template set up under Management is available. You can lock sections of the template or allow users to make changes.