Reminder for meetings

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  • asebaste
    Member
    • Jun 2020
    • 59
    #1

    Reminder for meetings

    I know that you can send reminder emails for appointments.
    But somehow it’s not working anymore.
    I would like to be able to set a checkbox when creating an appointment that sends a reminder email.
    The reminder should be sent one day in advance.
    I think that should be possible with EspoCRM.
    Can someone tell me how to set that up?
    Tags: calendar, how to, mail, reminder
    • victor
      Active Community Member
      • Aug 2022
      • 1251
      #2
      It's old functionality: https://docs.espocrm.com/user-guide/...dar/#reminders.

      Here are some important points regarding the use of Reminders:
      1. A user, an Assigned User, or an Attendee must be specified. That user's profile must contain a valid email address (since you are asking specifically about Email Reminders).
      2. Specify both the Start Date and End Date before configuring Reminders; an inconsistent time range will cause issues and prevent the feature from working.
      Example:
      - You set up a meeting with a Start Date of 15.10.2026 and an End Date of 16.10.2026, with an Email Reminder set for 1 day before the event --> this is correct, and the reminder will trigger.
      - However, if you keep the Email Reminder set for 1 day before the event but change the Start Date and End Date to 13.10.2026, the Email Reminder will automatically switch to "On time." Since today is already 13.10.2026, the reminder will not trigger.
      3. Verify that Administration > Outbound Emails is working correctly.
      4. Check Administration > Scheduled Jobs > Send Email Reminders. If this job is not working correctly, you should examine the EspoCRM logs for further analysis. When dealing with any job, it is also worth verifying that Cron is properly configured.

        Comment

        • asebaste
          Member
          • Jun 2020
          • 59
          #3
          Thank you.
          The point is that there is a “Reminder” field in the entity, but I can’t set it. There is no such field in the meeting, and I can’t add it in the layout manager either.
          The mail account is set up and working.
          The ReminderJob is also running​

            Comment

            • asebaste
              Member
              • Jun 2020
              • 59
              #4
              OK, wait.
              Somehow it’s working now....
              I can’t really explain it. Now I can set up the reminder and I’m getting emails.
              You don’t have to understand everything.... :-)

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