Messages

Messages is your workspace’s library of meeting message templates. A template defines what gets sent (email, SMS, or Slack), to whom, and when; events then assign templates to their triggers and reminders. Because templates are reusable, you write a booking confirmation once and every event that assigns it stays consistent. There are two kinds of template:

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The library

All messages lists every template; Meeting notifications and Meeting reminders scope the list by kind. Switch between grid and list view, search with Find messages, and filter by recipient (All recipients, Guest, Host) and status (All status, Active, Inactive). Each template shows its kind (Notification or Reminder), its recipient (Guest or Host), icons for its enabled channels, when it was last modified, and an active switch. A template’s row menu has Edit, Duplicate, and Delete. Deleting warns you that events using the template fall back to org defaults.

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Create a message

Select New message, then answer the dialog’s prompts:

1. Who is this for? Choose Guest (the person who booked) or Host (the meeting host).
2. What kind of message? Choose Notification or Reminder.
3. For a notification, What’s the trigger? Choose Meeting booked, Meeting cancelled, Meeting rescheduled, or No-show meeting.

Select Create to open the new template in the editor.

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Edit a template

The editor shows the template’s settings on the left and a live Preview on the right. Name the template in the header (for example Booking confirmation), and use the Active switch to control whether events can send it. A template can send on up to three channels, each with its own tab: Email, SMS, and Slack. Channels you haven’t enabled show an Add pill; Slack is available only on host templates, since it messages your team, not guests.

• Email: write the Subject and Body, pick a Format (Branded HTML, styled with your organization branding, or Plain text), and control delivery with Reply to settings (add CC recipients) and Email sender (choose Use workspace default, Send from meeting host’s inbox, or Send using custom email; sending from a host inbox or a custom address requires a verified sending domain).
• SMS: write the Message sent when the recipient has a phone number.
• Slack: write the Message posted to the host.

Each channel also has a Fallback message for when personalization can’t be rendered. For reminders, set When to send: pick Before or After the meeting and a preset or Custom amount of time. Events can override this timing per event.

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Variables

Insert variables to personalize a message: guest fields, host fields, meeting fields, and action links (Meeting link, Reschedule link, Cancel link). For example, Hi {{ guest.first_name }}, your meeting is confirmed. The Variables in use panel lists every variable in the current channel and lets you set ordered fallback attributes, so a blank variable at send time falls back to the next attribute in its chain instead of sending an empty gap.

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Email templates

The Email templates tab controls how every templated email looks, workspace-wide. The Branding controls set the Background Color, Text Color, and Link Color, plus the Button Color and Button Text Color; the logo is synced from your workspace settings. The Powered by Default Footer switch controls the footer line. Under Layout, choose a Header style (Logo, Text, or Minimal) and an Accent color (Blue, Green, Amber, Neutral, Purple, or Red) for the top gradient tint in branded emails. The Preview pane renders a sample meeting confirmation as you edit, with a desktop and mobile toggle.

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How events use templates

Templates don’t send anything on their own. An event’s Messages section assigns a template to each notification trigger and reminder rule; see Events: Messages. If an event doesn’t assign a template for a trigger, Default’s org defaults apply.