Pre appointment reminders

You can ensure clients get notifications to their phones and email to remind them to view their pre-appointment presentation. It’s another great touchpoint, and when you use this feature, you have the confidence that the client will be reminded – so you don’t have to double-check.

Not using this feature? 

You’re potentially not maximizing your chances of understanding the client By reminding them to view their presentation, which may include a survey or a chance to speak to you – you miss potential touchpoints. You also miss out on a simple (automated!) way to provide excellent service by showing that you are a proactive agency. By turning on pre appointment notifications, you start to build a rapport before you arrive at the door.

Key benefits: 

  • A customisable, polite reminder  helps you get the best engagement levels
  • So simple to get started – you just set it and forget it!
  • By ensuring that clients engage with their pre-appointment presentation, you enhance your chances of success at the meeting itself.

Let’s get you started!

We’re available from 8:30 am – 5:30 pm Monday to Friday. You can reach your account manager using your preferred usual method.

You can call us on 020 7096 1246, or you could email us at

Technical question? Find us at