If you use the Booking a Meeting function to register meetings for enquirers, you can now set up email meeting reminders to be sent automatically beforehand.
Watch out for the SMS Integration module announcement in the near future. This will allow these reminders to be sent by SMS.
First thing to do is define the firm's default policy on meeting reminders. This is done in Configuration > Firm Settings > Enquiry Defaults:
Once this is set up, when you select the Book a Meeting function, the two new fields below will be displayed. They will default from the firm settings above but you can change them for the specific enquiry if you want.
When saved, this will show on the activity history as below:
Selecting Edit allows you to remove or change the reminder if required.
Otherwise the reminder email is sent to the enquirer on the required date and time, as calculated by the date & time of the meeting and the reminder period.
You can also set up different reminder templates by area of law.
The RedView Team