Turn on meeting reminders by default
Last updated: May 2, 2024
Available with any of the following subscriptions, except where noted:
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If you want to send reminder emails before meetings, you can turn on meeting reminders by default for your account. All invitees who have not declined the meeting invite will receive the reminders. Scheduling pages, meetings booked from a record, and meetings booked from the insert proposed time feature will inherit these reminders by default. However, each scheduling page, meeting booked from the record, or meeting booked from the insert proposed time feature can choose not to follow this default if desired.
Please note: if you turn on default reminders, it will not impact any meetings that have already been scheduled or existing scheduling pages.
To turn on meeting reminders by default:
- In your HubSpot account, click the settings settings icon in the top navigation bar.
- In the left sidebar menu, navigate to Tools > Meetings.
- On the Meeting Configurations tab, click to toggle the turn on meeting reminder by default switch on.
- To select how many weeks, days, hours, or minutes before the meeting an email should be sent out, enter a number in the text field, then click the Scheduled reminder email dropdown menu and select a time measure.
- You can add up to three reminder emails. To add additional reminder emails, click Add reminder. To delete a reminder, click the delete trash can icon delete.
- Click Save.
When a meeting reminder is sent, the following logic is used to determine the time zone it'll be sent in. The logic considers each option before proceeding to the next:
- The timezone set for the contact.
- The timezone selected when the meeting was booked.
- The account's default timezone.