đ Overview
You can create an automated email that goes out before an online class or appointment starts, scheduled to send days, hours, or minutes beforehand.
This is a useful way to remind customers to log in before the session, and to include the join link so they don't have to hunt for their original confirmation email. You can also use it to share tips on the equipment they'll need, how much space to leave themselves, or muting their laptop.
đĄ Customers don't need the emailed link to join. They can also log in, open the class or appointment they've registered for from the calendar, and join the video stream from there. To learn more, see the guide here.
đ ď¸ How to set up the email
The reminder is built as a pre-class notification, which you create from Communications â Notifications â Class/Appointment Registrations â Pre/Post/Milestones â click 'Detail' â click 'Add notification'. From there you'll set the interval, choose the conditions, and build the email itself.
To include the join link, add the 'class.video_join_button' placeholder when you build the email. For classes at online venues, this placeholder automatically inserts a button linking to the meeting, under an "Online Class Instructions" section, as shown below.
đĄ For the full step-by-step setup, including intervals, conditions, and previewing your notification, see our pre/post/milestone notifications guide here.
âł Last minute bookings
If your reminder is set to send two hours before the class starts and a customer books thirty minutes beforehand, they won't receive that reminder email. They'll still have access to the join link in two other places.
The first is their registration confirmation email, which is sent whenever a customer registers for a class or appointment.
The second is their account. They can log in, click the class or appointment they've registered for from the calendar, and open the video stream from there.
â Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Can I send the reminder for online classes only?
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Click the arrow to see the answer
Yes. When you set the conditions for the notification, choose your online venue under the venue condition, so the email only goes out for sessions held there.
You can narrow this further by combining it with a specific class type if you only want certain online sessions to trigger the reminder.
Setting conditions is covered in our pre/post/milestone notifications guide here.
What happens if I use the placeholder for a class that isn't at an online venue?
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Click the arrow to see the answer
The join button is generated from the online venue linked to the class, so there's no meeting link to insert for a class held at a physical venue. To avoid sending a reminder with nothing to join, set your notification conditions so the email only goes out for classes at your online venue.
Can customers still join if they miss or delete the reminder email?
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Click the arrow to see the answer
Yes. The reminder is a convenience rather than the only route in. Customers can log into their account, open the class or appointment from the calendar, and join the video stream from there, and the link is also in their original registration confirmation email.