Overview
Meeting Settings > Reminders configures automated pre-meeting prospect emails for the selected client, including template, timing, recipients, and tests.
How to use this page
Open Reminders from Meeting Settings
From Platform > Settings > Meeting Settings, select the Reminders tab. The Owners and Outcome Email tabs remain available for the same client.
Check readiness and enable sending
Review the readiness panel, then use the master Send meeting reminders switch when the client is ready. The default-template option keeps the global template or lets employees customize this client.
Configure recipients and content
Set subject, timing, CC and BCC. Employees can enable CC the meeting owner on every reminder, using the owner configured in Meeting Settings > Owners.
Send a test
Use Send test reminder with a recipient to preview the current reminder before relying on it.
What the buttons do
- Owners / Reminders / Outcome Email
- Meeting Settings tabs for the selected client's owner routing, pre-meeting reminders, and post-meeting update.
- Send meeting reminders
- Master switch for the selected client's automated reminders.
- CC the meeting owner on every reminder
- Copies the meeting owner configured on the Owners tab.
- Send test reminder
- Sends a sample of the current reminder to a recipient you choose.
Common questions
They are the Reminders tab within Platform > Settings > Meeting Settings.
The owner assigned to that meeting, configured through Meeting Settings > Owners.
Yes. Use Send test reminder before enabling or relying on the configuration.