Customer communications
INTERNAL
CONVERSATION

Customer messages

REMINDER WORKFLOW

Add appointment reminders

Choose drafts for manual review, or schedule the applicable messages using the current appointment, confirmation, utility bill, and sales rep information.

Any applicable “when booked” messages may send on the next scheduler run. Reminder times that have already passed are skipped.

Appointment reminder flow

Live from the active templates in QuickBase. Monday appointments use Saturday as the prior reminder day.

Message preview



MEETING INFORMATION
Review email before sending


BILL REMINDER
Schedule bill reminder
Review the SMS and choose when HighLevel should send it.