Overview
In Schedly, customizing reminder messages is an essential practice for ensuring participants are well-informed and engaged with your events. You can tailor these notifications to suit the specifics of each event, enhancing communication and attendance rates. Schedly offers flexibility with reminder settings, allowing you to edit the content and schedule frequencies for both email and SMS channels.
Prerequisites
- Ensure you have Admin role permissions, as customizing reminder messages is an admin-level task.
- Access to Schedly's Event panel.
- A subscription to the Basic Plan or higher for access to event types and service booking.
Step-by-Step Instructions
Access Reminder Settings in the Event Panel
- Log in to Schedly using your credentials or use the available Single Sign-On (SSO) or Magic Link methods for authentication.
- Navigate to Schedly Services and click on Event Types.
- Select the event type you wish to customize from the list.
- Within the event details, locate the Reminder Settings section.

Draft Customized Email and SMS Content
- Click on Edit Reminder Messages to open the customization window.
- You will see options for both Email Content and SMS Content. Enter your desired text for each reminder type.
- Ensure the content aligns with your event details, maintaining clarity and engagement.

Schedule Reminder Frequency and Timing
- Still in the Reminder Settings, set the Frequency for reminders. Options include 24 hours prior, 48 hours prior, or custom intervals.
- Specify the exact Timing for each reminder. For example, set emails to be sent at 9 AM one day before the event.

Review and Confirm Reminders
- After customizing, click the blue Save button to apply your changes.
- Double-check all settings in the preview section to ensure everything is correct.
Implement Templates for Similar Future Events
- If these settings apply broadly, you can save them as a template by selecting Save as Template in the menu. This enables future efficiency by applying this configuration to similar events.

Key Details & Limits
- Reminder messages can be sent via email and SMS; ensure recipient data is up-to-date.
- Timing options range from immediate to 72 hours in advance.
- Templates can be applied only within the same organization.
- Only Admins can access the reminder customization features.
Frequently Asked Questions
- How do I ensure my reminders are being sent?
- Verify the contact details in your Organization Members settings are correct.
- Can I stop a reminder once it's scheduled?
- Yes, go back to Reminder Settings and disable the specific reminder before it is sent.
- What if participants aren't receiving reminders?
- Ensure that email addresses and phone numbers are correctly input in the event registration.
- Is there a charge for SMS reminders?
- SMS reminder costs are included in the Pro Plan and above.
- Can templates be edited once saved?
- Yes, you can access and modify templates through the Event Types section at any time.
Troubleshooting
Reminder is not appearing in the preview: Double-check the message content fields are not empty and all changes have been saved.
Related Topics
- "Creating Effective Event Notifications": Explore how to craft compelling messages that enhance participant engagement.
- "Managing Organization Members in Schedly": Learn how to update contact details to ensure successful communication.
- "Optimizing Event Types for High Engagement": Discover strategies to improve participation rates using Schedly's features.