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A quick and easy appointment reminder to your clients via Top Producer

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Using the appointment reminder feature in Top Producer, you can remind other people that they have an appointment with you automatically.

Short reminders about meetings the day before can help keep people on time and lead to fewer missed appointments.

This is a simple trick that sends an email appointment reminder to people that are scheduled for an appointment with you.

All you need to do is enter their email address into the reminder and drop off section like this:



They will receive an email that looks like this the day before their meeting with you.



Doing this will not only make you look more organized, you'll be much less likely to have clients that forget their appointment. 

If you you need to do several reminders (email the week prior, phone call day before) related to an appointment, or you want customized reminder emails, you can create an action plan with automatic emails and a phone call reminder via the action plans and communications library in Top Producer.

Happy reminding!



Created by jackmiller
Last modified 2006-01-07 11:37