How to Send Reminders for Virtual Appointments

Sending video confirmation reminders ensures clients have everything they need to join their appointment on time. It helps reduce no-shows, improves communication, and creates a smoother experience for both clients and staff.

NOTE: We recommend reviewing this guide on creating virtual services. The service must be configured as a video appointment for the reminder to include the correct join link.

Step 1: Access Calendar

First, log in to your Pabau account, and in the left sidebar menu, click on Calendar.

Step 2: Locate the Appointment

Once you access the calendar, find the virtual appointment you want to send a reminder for in the calendar. Click on the appointment to open its details.

Step 3: Join the Video Meeting

Within the appointment details, locate and click the ''Join with Pabau Video'' button to initiate the virtual consultation with your client. This will open the video meeting interface where you can connect directly.

Once you have joined the virtual meeting, click ''Join Room'' to enter the consultation space.

Step 4: Send the Video Reminder

Now when you have joined the virtual meeting, look for the ''Send Email Reminder'' option located at the top left corner of the meeting window. Click on it to send a video confirmation reminder to the client.

Once the email is sent, a confirmation notification will appear.

How the Reminder Email Appears to the Client

This is how the reminder will appear to the client. They can join the video appointment by clicking the link in the notification.

NOTE: The email reminder sent to clients uses Communication Templates stored in the system. If you’d like to customize the email template, please contact our support team for assistance.

By following these steps, you’ll be able to send video confirmation reminders that provide clients with all the information they need to join their virtual appointments.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.