Send e-mail before the appointment (in addition to the appointment reminder)

In this article, you will learn how to send an additional email before an appointment using your Calenso dashboard. This email will be sent in addition to the regular appointment reminder and can be customized individually.

TABLE OF CONTENT

• Step 1: Activate Smart Action  
  • Access Smart Actions
  • Activate the Smart Action 
• Step 2: Set Lead Time
  • Configure Lead Time 
• Step 3: Customize Email Text 

Step 1: Activate Smart Action  

1. Access Smart Actions

   • Log in to your Calenso dashboard.
   • Navigate to "Smart Actions".

2. Activate the Smart Action 

   • Find the Smart Action "Email to Customer Before Appointment" and activate it by toggling the switch.
   • Then click on "Configure".

Step 2: Set Lead Time

1. Configure Lead Time 

   • Click on the gear icon next to the lead time setting.
   • Enter the number of minutes before the appointment when the message should be sent (e.g., "60" for 1 hour before).

2. Save

   • Click "Save" to secure the settings.

Step 3: Customize Email Text 

1. Configure Email

   • Click on the gear icon next to "Email".
   • Customize the subject and body of the email.
     

2. Use Dynamic Fields

   • Use dynamic fields to insert specific information about the customer's appointment.
   • Click on "{...}" to open the list of available fields and select the appropriate one.

3. Multilingual Support

   • Translate the customized email into the desired languages.
   • Select a different language and adjust the text accordingly.

4. Save

   • Click "Save" to secure the email settings