Overview
Meeting Settings > Reminders configures automated pre-meeting prospect emails for the selected client, including template, timing, recipients, and tests. Reminders go to upcoming booked and rescheduled meetings that are individually set to send. Internal SDRs are redirected to the read-only meeting-owner directory before these settings load. They cannot edit this configuration or send test messages. Other users retain their existing viewing and management permissions.
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. Internal SDRs are redirected to the active-owner directory; ask your manager or strategist about reminder or outcome-email changes.
Check readiness and enable sending
With the required non-SDR employee management access: 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. The master switch alone sends nothing: each meeting must also be set to Send in the Reminder column on Booked Meetings.
Configure recipients and content
With the required non-SDR employee management access: 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
Authorized non-SDR employees can select Send Test in Preview to open the test dialog. Review the recipients before sending the sample email. This is a real email send.
What the buttons do
- Owners / Reminders / Outcome Email
- Management view, subject to your access: Meeting Settings tabs for the selected client's owner routing, pre-meeting reminders, and post-meeting update.
- Send meeting reminders
- Management view, subject to your access: Master switch for the selected client's automated reminders.
- CC the meeting owner on every reminder
- Management view, subject to your access: Copies the meeting owner configured on the Owners tab.
- Send Test
- Authorized non-SDR employees: open the test dialog to review recipients before sending a sample reminder.
- Template / Recently sent
- Switch between the reminder template with its preview and the list of recent reminder sends, including failed ones, for this client.