How do I send the meeting reminder the day before, at 10 a.m.?
In the agenda's Notifications tab, create a notification with 1 days before the meeting and fill in At a fixed time with 10:00. The reminder goes out the day before the meeting, at 10:00 (Brasília time), whatever time the meeting is booked for. In the message, use the Meeting date and Meeting time variables so the contact knows when it is.
Before you start
- Workspace role: anyone who can edit agendas.
- An agenda that is already saved. On a new agenda, the tab shows Save the event type to set up its notifications.
Steps
- In Commercial → Scheduling → Agendas, open the agenda with Edit agenda.
- Go to the Notifications tab and click Add notification.
- In Who gets it, pick Lead.
- In When, enter 1, pick the days unit and before the meeting.
- In At a fixed time, enter 10:00. The field only shows with the days unit.
- In How, pick the channel and write the Message. To include the date and time, insert the Meeting date and Meeting time variables (see below).
- Click Save notification.
The notification row then shows the summary, for example 1 day before the meeting at 10:00.
How the fixed time works
- The day comes from When (1 day before the meeting = the day before) and the send happens at the time you entered, always in Brasília time.
- Leave At a fixed time empty for the reminder to go out exactly at the chosen interval from the meeting time (for example, 24 hours before).
- With the minutes or hours unit, the field doesn't show: the reminder goes out at the exact interval.
Meeting date and time in the message
The message editors in this tab offer two variables:
- Both use Brasília time.
- The value is read from the meeting at send time: if the meeting was rescheduled, the reminder goes out with the new date and time. If the meeting was cancelled, the variables come out empty.
- On WhatsApp, the message is an approved template. To use the time in a template parameter, type
{{meetingTime}}(or{{meetingDate}}) in the parameter field.
The same variables show up in the automation editor when the automation starts from meeting triggers — see Meeting date and time in automations.
Related
- Move the opportunity when a meeting is booked
- How do I start an automation from a Clickmax Meet meeting?
If it didn't work
- The At a fixed time field doesn't show: the unit in When isn't set to days.
- The reminder went out at an unexpected time: the fixed time is always Brasília time, not your computer's or the contact's.
- The date or time came out empty: the meeting was cancelled before the send.
- I can't add another notification: each agenda takes up to 5 notifications.