Automatic follow-ups after a meeting

Calendars have always sent a confirmation when somebody books, and reminders before the meeting. They can now send something after it as well.

Where to find it

Open a calendar in the editor and find the Post-meeting follow-up section. Follow-ups start empty, so you opt in by adding one. Each entry has three settings and an optional fourth.

• Trigger. Either attended, meaning anyone whose booking was not cancelled or marked as a no-show, or no-show, meaning the bookings an agent marked that way. A calendar can carry both, so it thanks the guests who turned up and wins back the ones who did not.
• Channel. Email or text.
• Delay. How many hours after the meeting ends it should send.
• Custom message. Optional. Left blank, a built-in template is used: a thank-you with a link to book another time for guests who attended, and a message with a link to book again for a no-show. A custom message is sent word for word, and any link in it renders as a button.

How it runs

Follow-ups are processed in the background every five minutes, and each entry sends at most once per booking. Because the no-show trigger keys off the status an agent sets, marking a booking as a no-show is what starts that message.

Worth knowing

This is the light version, and it suits a thank-you or a second chance to book. For a longer journey with several steps or branching, a cadence with the tour-booked and tour-no-show triggers remains the heavier-duty option.