Meeting Reminders

RebeccaShultz — Wed, 08 Feb 2023 16:25:34 GMT

Is there a way to automate meeting reminders for meetings that are booked inside the contact record?

Re: Meeting Reminders

franksteiner79 — Wed, 08 Feb 2023 19:05:58 GMT

Hi @RebeccaShultz

Are you talking about reminders to external participants?

This can be setup when creating the meeting link / scheduling page as outline here.

I hope that helps.

Frank

Re: Meeting Reminders

karstenkoehler — Wed, 04 Oct 2023 07:14:47 GMT

Hi @RebeccaShultz,

Great news, there is now a beta for a native feature with more options!

Meetings

[Public Beta] Reminder Defaults, Reminders for CRM bookings, and Reminders for Proposed Times bookings

Sep 27, 2023

What is it?

You can now configure default reminder intervals, send reminders for meetings booked through the CRM, and send reminders for meetings booked through the proposed times feature in Meetings! Previously, reminder emails could only be configured automatically through scheduling pages.

Why does it matter?

Previously automatic reminder email functionality was only possible for meetings booked through scheduling pages. Now, users will have the ability to configure reminder emails to send prior to meeting time through all scheduling flows (meetings booked via scheduling pages, meetings booked via CRM records, and meetings booked via the insert proposed times functionality). Portals will also be able to configure default reminders that will be automatically suggested for newly created scheduling pages and all CRM and Insert proposed times bookings, making reminder configuration efficient and standardized when desired.

How does it work?

Portals can enable default reminder intervals to send reminder emails leading up to a scheduled meeting by going to Settings > Tools > Meetings and enabling the toggle "Turn on meeting reminders by default".

Turning on default reminders will not impact any already scheduled meetings and will not change any reminder configuration that you already have in existing scheduling pages. What the new default reminder setting will do is make sure that newly created scheduling pages inherit this default configuration automatically. However, you can choose to configure scheduling pages to not follow this default, if desired.

Along with a new default reminder option, users are now able to automatically configure reminder emails to send for meetings booked through CRM records (contacts, deals, companies, tickets, etc.). When you click the "schedule a meeting" button on an object record, the scheduler has a new reminder section. If your portal has default reminders configured, this configuration will inherit the reminder intervals set on the default. However, users are still able to make changes to these reminders in the CRM scheduler ad-hoc prior to booking the meeting.

Users can also send configure reminders to send for meetings booked via the insert proposed time feature in emails. When you are sending an email through HubSpot and select the "insert proposed times" functionality, the modal has a new reminder section similar to what users would find in the CRM scheduler and meeting's scheduling pages. If your portal has default reminders configured, this configuration will inherit the reminder intervals set on the default. However, users are still able to make changes to these reminders in the insert proposed times modal ad-hoc prior to booking the meeting.

Who gets it?

All hubs and tiers

This can be found in the beta section of the product updates:

Have a great day everyone!

Re: Meeting Reminders

DanMYD — Thu, 18 Sep 2025 15:04:30 GMT

Here's a video I made that shows how to create multiple pre-meeting emails for a meeting booked in case anyone finds this useful:

topic Re: Meeting Reminders in Sales Hub Tools

Meeting Reminders

Re: Meeting Reminders

Re: Meeting Reminders

[Public Beta] Reminder Defaults, Reminders for CRM bookings, and Reminders for Proposed Times bookings

What is it?

Why does it matter?

How does it work?

Who gets it?

Re: Meeting Reminders