Decrease no shows and increase meeting completion rates with Reminders. Reminder emails are sent to both the Prospect and the meeting Assignee.

Reminders can be set from either the Admin level or from the Personal level.

Admin reminders: Can be used with any admin (global) created meeting template.
Personal reminders: Can be used with any personal meeting template.

Follow these steps to create a Reminder template in Chili Piper:

1. Click "Reminders", then click "Add New Reminder".

2. Name the reminder, and be sure to activate the reminder when you are done.

3. Apply the reminder to the meeting templates: Make sure your reminders apply to your correct meeting templates:

4. Add any additional settings you'd like, including customization of the reminder email, time frames, and conditional configurations.

Here are some reminders from our own meetings that keep our no show rate below 2%:

One day before the meeting if they haven't accepted the meeting:

Title of email: Confirming our meeting tomorrow

Body of email: 

Hi {!Prospect.FirstName},

I see you still haven't accepted the invite for tomorrow, does that time still work for you? If you need to reschedule, please use the link below to find a time that works best:

{!Meeting.RescheduleURL}

Best,

One hour before the meeting:

Title of email: Our call in one hour

Body of email:

Hi {!Prospect.FirstName},

I look forward to our call in one hour. We will be using video conferencing for screen sharing, see details below:

{!Conference.Details}

If you need to reschedule please use the link below:

{!Meeting.RescheduleURL}

Best,

{!Assignee.FirstName}

One minute before to push Conference Details to the top of their inbox:

This is very effective for reminding both the Prospect and the Assignee of the meeting. The conference details are one click away when they need them.

Title of email: Ready when you are

Body of email:

Hi {!Prospect.FirstName},

I’m at {!Conference.Details}, ready when you are!

If you need a last minute re-scheduling, please click on the link below:
{!Meeting.RescheduleURL}

{!Assignee.FirstName}