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A pre-arrival reminder lands in the customer’s inbox shortly before their booking begins. It reduces no-shows, gives them time to prepare, and is a low-effort way to feel attentive without manual work.

Build the reminder

1

Open Communications → Workflows

Find the Course start trigger. It fires based on the session’s start time — perfect for reminders.
2

Choose a session group

Use All sessions to start. Switch to a specific session group when you want different reminders for different course types.
3

Create a new template

Click Add communication → Create new template and name it (e.g. 24-hour reminder).
4

Write the subject line

Use merge fields and a hint of urgency. Examples: Reminder: starts tomorrow! or See you soon — .
5

Build the body

Cover the essentials: details, what to bring, where to meet, arrival time, contact.
6

Set the timing — this is the important step

Switch from Immediate to Custom timer. Set a value and unit (e.g. 24 Hours), then set the direction to Before trigger. Not after.
7

Send to the client email

Pick Client email as the recipient.
8

Test and save

Use Send test email with a real-looking booking before going live.
Selecting After instead of Before sends the reminder once the session has already started — far too late. Always double-check the direction.

Good timing windows

Suggested content

  1. Friendly reminder line.
  2. Booking details (date, time, location, participants) via merge fields.
  3. What to bring — equipment, clothing, documents.
  4. Meeting point and arrival time.
  5. Parking and access info if relevant.
  6. A contact number for last-minute issues.
For the full merge field list, see booking confirmation emails — the same fields work in reminders.

Multiple reminders

For higher-value bookings, send two reminders:
  1. 48 hours beforeYour course is coming up — what to prepare.
  2. 24 hours beforeSee you tomorrow — final logistics.
Don’t send three reminders unless you really need to — most customers find a single, well-timed reminder more useful than a stream.

Confirmation emails

The email that goes out immediately after booking.

Follow-up emails

Send a thank-you and feedback request after the session ends.