Creating SMS Reminder Workflows

SMS reminders have higher open rates than email and significantly reduce no-shows.

Prerequisites

• Pro plan or above

• Phone number field enabled on booking type

• Invitee provides their phone number

Creating an SMS Workflow

1. Go to Workflows

2. Click Create Workflow

3. Name it "SMS Reminder"

4. Set trigger to Before event (e.g., 1 hour)

5. Add Send SMS action

6. Write your message

7. Save and activate

SMS Best Practices

Keep Messages Short

SMS is limited to 160 characters per segment. Keep it concise:

• Meeting reminder

• Date and time

• Brief action (e.g., "Reply to confirm")

Example Messages

1 Day Before:

"Hi {{invitee_name}}, reminder: {{event_name}} tomorrow at {{event_time}}. See you then!"

1 Hour Before:

"Your meeting with {{host_name}} starts in 1 hour. Meeting link: {{meeting_link}}"

Timing Recommendations

• 24 hours before: Gives time to reschedule if needed

• 1 hour before: Final reminder, include meeting link

SMS and Email Together

Combine both for maximum impact:

1. Email confirmation immediately

2. Email reminder 24 hours before

3. SMS reminder 1 hour before

Phone Number Collection

To collect phone numbers:

1. Edit your booking type

2. Go to Custom Questions

3. Add or enable the phone number field

4. Mark as required if needed