Configure message templates

Set up SMS sequences for meeting confirmations, reminders, and follow-ups to reduce no-shows.

2 min readUpdated 2022-12-03easy

Message templates let you automate SMS sequences around your meetings. Common use cases include:

  • Meeting creation confirmation -- notify contacts when a meeting is scheduled
  • Reminding unconfirmed attendees -- nudge people who haven't responded
  • Pre-meeting reminders -- send a heads-up before the start time

You can also configure templates to trigger based on calendar title or description keywords.

Create a template

Open the Message Templates tab and select Create a template.

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From here, you can configure your SMS automation settings -- message timing, recipients, and content.

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Restrict to specific calendars

Templates can be scoped to individual Google Calendars so different meeting types get different messages. Learn how to set up a calendar in your Google account.

If your calendars aren't showing up, go to your Integrations page, select Integration Settings, and make sure the calendars are enabled.

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Once your calendars are configured, open the Calendars tab in your template and select which calendar to apply the automation to.

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