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Pre-booking

The reminders sent to someone who booked a call, between booking and the call starting.

Why it exists

A booked strategy call is only worth something if the lead shows up. These reminders, by email and text, cut no-shows and put the join link in front of them at the right moment.

How it works

  1. Set when the first and final reminders go out. The defaults are 24 hours and 1 hour before the call.
  2. Write the email subject, email body and text for each, using chips such as meeting name, call time and join link.
  3. Add custom steps before the call, or a daily countdown, if you want more touches.
  4. Click Preview to check the message, then Save.

Works with

Common questions

Who receives these?

Anyone with a confirmed booking. The email always goes out, and the text goes to anyone with a number who can be texted.

Is this the same as Pre-webinar?

No. Pre-webinar is about the group webinar. This is about a one-to-one call someone booked, timed from that call's start.

Does the final reminder respect quiet hours?

No. The final reminder skips them, because a reminder after the call has started is useless.

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