Appointment reminders

Appointment Reminders: How They Work

Appointment reminders in REI Pulse CRM cut down on no shows and keep your leads informed. You can turn them on in your calendar settings.

Here’s an easy‑to‑understand step‑by‑step summary of how reminders work and why they matter:

📅 What Are Appointment Reminders?

Appointment reminders are automated messages that notify your contacts before a scheduled event—usually via email, SMS, WhatsApp, or even in‑app notifications. They help clients remember their appointments and give your business a more professional and reliable image.

Reminders are set up right in your calendar settings, under Notifications and Additional Options.

🛠️ How to Set Up Appointment Reminders

1. Basic Calendar Notifications

You can set up reminders right from your calendar’s settings page:

1. Open Calendar Settings

2. Select a calendar

3. Go to Notifications / Additional Options

4. Enable reminder types (email, SMS, WhatsApp)

5. Customize timing (e.g., 24 hours, 1 hour before) and message content

6. Save the settings

👉 These are simple, built‑in reminders tied directly to appointment time.

📬 What Types of Messages You Can Send

With appointment reminders, you can configure:

✅ Confirmation messages right after booking
✅ Pre‑appointment reminders (e.g., 24h & 1h before)
✅ Reschedule alerts if the appointment changes
✅ Cancellation notifications
✅ Follow‑ups after the appointment

This layered approach keeps clients informed at every stage.

💡 Why Appointment Reminders Matter

Here’s why reminders are an essential part of your system:

✅ Reduce No‑Shows

Clients are far less likely to miss meetings if they receive timely reminders.

✅ Save Time

Automating reminders means no more manual outreach before every appointment.

✅ Improve Professionalism

Automated reminders with your branding create a better client experience.

✅ Flexibility & Control

Tailor the timing and message for every calendar and appointment type.

🎯 Pro Tips

• Use custom values like {{appointment.start_time}} to personalize messages.

Add internal notifications if you want your team notified alongside clients.

Send yourself a test reminder to check the timing and message.

With calendar notifications turned on, your clients get timely reminders, no shows drop, and everything runs without manual effort.

Frequently Asked Questions (FAQs)

1. What are appointment reminders in REI Pulse CRM?

Appointment reminders are automated messages sent to clients before their scheduled appointments to reduce no-shows, keep them informed, and improve the overall scheduling experience. They can be sent via email, SMS, WhatsApp, or in-app notifications.

2. How do I set up basic appointment reminders?

You can set reminders directly in Calendar Settings by enabling notifications, choosing the message type (email, SMS, etc.), customizing the timing (e.g., 24 hours or 1 hour before), and saving the settings.

3. Can I turn reminders on for any calendar?

Yes. Open Calendar Settings, pick the calendar, and turn on the reminder types and timing you want. Reminders then go out automatically before every appointment.

4. Can I personalize the reminder messages?

Absolutely. You can insert custom values like appointment date, time, location, or client name to make reminders more relevant and professional.

5. Why are appointment reminders important?

Reminders reduce no-shows, save your team time by automating outreach, improve client experience, and allow more control over scheduling by sending timely, relevant messages.

Still have questions? Join a live support call Monday and Thursday at 2pm MST, or reach out through your REI Pulse CRM support channel.