If you want to send email reminders when someone has booked a call with you, FEA Create has a recipe for that. Here's how to set it up:
Access your dashboard and navigate to Automation > Create Workflow.
Select the "Appointment Confirmation and Reminder" recipe.
Click "Create New Workflow" to automatically populate the information.
Add your filters to ensure that the workflow only sends confirmation emails for appointments booked through your connected calendar (e.g., Google Calendar or Outlook).
Set up the confirmation email. Add your name and email to the "From" fields and customize the subject line. Use the email templates provided or add your own text. Make sure to keep the fields for contact first name, start time, and who assigned for. If you've selected a custom location for the appointment (e.g., Zoom), use the custom values field to autopopulate the link.
Set up the reminder emails that go out 24 hours and 1 hour before the appointment. Add your name and email to the "From" fields, customize the subject lines, and update the meeting ID field using the custom values field.
Add a tag to the contact if you'd like to create a smart list of people who have booked calls with you.
Save your workflow and turn on automation publishing.
Using FEA Create's appointment confirmation and reminder recipe can save you time and ensure that your clients show up to their appointments.