Sending Reminder Emails
You can send up to two reminder emails to external invitees before a meeting. This helps ensure everyone remembers to attend and has the information they need.
Remember - Reminder emails are only sent to external invitees. Daylite users receive app notifications instead, which can be customized per user in the Notifications settings.
Reminder Options
When you save an appointment with external invitees, the Send Meeting Invitations prompt includes a Reminder Emails option at the bottom.
You can choose from three options:
None – No reminder emails will be sent
Default – Uses the company-wide default reminder times set in Settings
Custom – Set specific reminder times for this appointment
When you select Custom, you can set specific reminder times for this appointment. Click the dropdown to choose a reminder time ranging from 5 minutes to 2 days before, and click the + button to add another reminder.
Daylite remembers your last used reminder option. The next time you create an appointment with external invitees, that same option will be selected by default.
Click Don't Send to not send invitations email or reminders to the meeting.
Viewing and Editing Reminder Times
After sending the invitation, the appointment detail card shows a reminders field displaying the reminder times you've set for external invitees.
You can edit the reminder times at any time by editing the appointment. (a) Click the + button to add another reminder, or (b) click an existing reminder time to change or remove it.
If a reminder time doesn't make sense for an appointment, it will be skipped. For example, if you create an appointment for 2 hours from now and set a reminder for "2 days before", that reminder will not be sent since the time has already passed.
Default Reminder Settings
You can set company-wide default reminder times that apply to all new appointments with external invitees.
To configure default reminder times:
Go to Daylite > Settings > Meetings > Default Reminders
Set your preferred default reminder times
These defaults will be used whenever a user selects the Default option when sending meeting invitations. Default reminder settings are global to your Daylite database and can only be modified by admin users or users with permission to modify database preferences.
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