Scheduling guide

How to set up appointment reminders for client sessions

Two reminders do most of the work: one the day before and one an hour before, each with a way to join and a way to move the session. Here's how to set them up and what to put in them.

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The short answer

Send two reminders for every session: one the day before and one an hour before. Each one should say when the session is in your client's own time zone and how to join. Most of all, it should give them a way to reschedule or cancel, because a client whose day has fallen apart will move a session they can move in one tap. If moving it means writing you an awkward email, a lot of them just won't turn up.

The rest of this guide goes through the timing, the wording and the setup, in that order.

Why reminders matter more for client sessions

A coaching call, a tutoring slot or a consult is usually booked days or weeks ahead. By the time it comes round, it's one line in a busy calendar. Most missed sessions aren't clients deciding not to come. They forgot, they got the time wrong, or something came up and they didn't know how to move it.

A plain reminder deals with forgetting and with the wrong time, and it takes a reschedule link to deal with the day that fell apart. You still lose the slot you planned, but you keep the session and the client, and the freed time goes back on your booking page for someone else.

Our guide on cutting appointment no-shows covers the other levers. Reminders are the first one to set up because they work without you doing anything once they're on.

When to send each reminder

Each message has a different job. Here's what each one is for:

WhenIts jobWho needs it
At bookingConfirm the time, add it to their calendar, say what happens nextEvery client, every time
A week beforeBring back a session booked a long way outBookings made two weeks or more ahead
The day beforeGive time to prepare, or to move the session without a scrambleEvery session
An hour beforePut the join link in front of them right when they need itEvery online session

The confirmation and the two reminders close to the session are the ones that count. The week-before message is worth it only when people book far ahead. If most of your clients book within a few days, skip it, because extra emails start to read as noise.

Don't send the last reminder too late. Ten minutes before is too short for anyone to find a quiet room, open the link or tell you they're running behind. An hour gives them room to act.

What every reminder should say

A reminder that only says "you have a session tomorrow" is a notification. A useful one answers everything the client might need without opening another email. Put these in every reminder:

Keep it short. The client should be able to read the whole thing on a phone without scrolling. If you want to write your own, our appointment reminder email templates have six short versions, from the day before to a missed session.

Email, SMS or WhatsApp?

Email is the standard for client sessions because it can carry everything: the time, the join link and the buttons to move the session. It also sits in the same inbox as the calendar invite.

Text messages get read faster, but they're short, so the links to move a session get squeezed. If your clients live on WhatsApp, a short personal message the morning of a first session goes a long way, and nothing stops you sending one by hand alongside the automatic emails.

To be clear about what we do: Pick a Time sends reminders by email only. It doesn't send SMS or WhatsApp reminders.

How to set up reminders in Pick a Time

Reminders are on by default, so the setup is mostly the booking page itself:

  1. Create your booking page and connect your Google Calendar, so clients only see times you're free.
  2. Add a session type for each kind of session you run, with its length and where it happens. Online sessions can carry a Google Meet link or your own meeting link.
  3. Share your booking link. When a client books, they get a confirmation, and the session goes into your Google Calendar with them as a guest.
  4. A day before and an hour before the session, Pick a Time emails the client a reminder, and sends you a copy.

Each reminder shows when the session is, who it's with and any notes, plus three buttons: Join the session, Reschedule and Cancel. The client doesn't need an account to use any of them.

The day-before and hour-before schedule is free on every booking page. Choosing other reminder times, such as two days or three hours before, is planned as part of Pro.

The booking page feature page shows the rest of what a booking carries.

Pair reminders with a cancellation window

A reschedule button with no limit invites clients to move a session five minutes before it starts. A cancellation window decides where that line sits: before the cut-off, the client can move or cancel from their link. After it, they can't, and they'd have to contact you.

Pick a Time enforces the window you set on the client's link. It doesn't charge late-cancel fees, because it doesn't take payments today. If you charge one, put it in writing before the first session. Our cancellation policy templates have wording you can adapt.

Mention the window in your reminders too. A client who knows the cut-off is tomorrow at noon will move the session before then instead of after.

Reminders for the sessions that need more

Two reminders cover most sessions. A few need an extra personal touch, which works best as a short message from you rather than an automatic email:

If your sessions are group sessions or classes, the same timing works, but put the join details at the top. Our post on setting up a booking page as a coach covers how to lay out session types so clients book the right one.

A day-before reminder, word for word

If you send your own reminder, for a first session say, here's a version that covers everything in the list above and still fits on a phone screen:

Subject: Your session with [your name] tomorrow at 3pm (Singapore time)

Hi [client's name], a quick reminder that we're meeting tomorrow, Thursday, from 3pm to 3:45pm Singapore time. Here's the video link: [link]. If you'd like to get the most out of it, jot down the one thing you most want to work on. Need to move it? Use this link before noon today: [reschedule link]. See you then, [your name]

Swap in your own times and links. Notice the order: when, how to join, one line of prep, and how to move it with the cut-off. Nothing else. A reminder that tries to sell the next package or share a newsletter gets skimmed, and the link that matters gets missed.

Mistakes that make reminders useless

If you use Google Calendar's own booking pages

Some coaches take bookings through Google Calendar's appointment schedules instead of a booking tool. Google says sending automatic email reminders for appointment schedules needs an eligible Google Workspace or Google One subscription. It also says you can't edit the text of its reminder emails. If you're on a personal Google account, check which features you have before you rely on reminders going out. Our guide to Google Calendar appointment scheduling compares the two ways of taking bookings.

Sources

Questions people ask

When should I send appointment reminders?

A day before and an hour before each session. Add a confirmation when the client books, and a reminder a week before only when bookings are made two weeks or more ahead.

What should an appointment reminder say?

The session name, the date and time in the client's time zone, how to join, a link to reschedule or cancel, your cancellation window, and one line of prep if there is any.

Does Pick a Time send SMS or WhatsApp reminders?

No. Pick a Time sends reminders by email, a day and an hour before each session, to the client with a copy to you. Each one has buttons to join, reschedule or cancel.

Can I change when the reminders go out?

The day-before and hour-before schedule is free on every booking page. Choosing other reminder times is planned as part of Pro.

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