No-show handling in Default at a glance
Send meeting reminders by email and SMS
Reminders are messages Default sends at a set time relative to the meeting’s start. You write them once as templates, then turn them on per event.1
Create a reminder template
In the Scheduling app’s sidebar, select Communications, then New message. Choose
Guest or Host, then Reminder. In the editor, add the Email channel, the
SMS channel, or both, and set When to send. Communications is admin-only. See
Messages.
2
Turn on reminders for the event
Open the event, go to its Messages section, and open the Reminders tab. Turn on
Enable reminders.
3
Add reminder rules
Select Add reminder and pick a Template, or keep Org default. Add a rule for each
reminder you want, for example 1 day before and 15 minutes before.
4
Adjust the timing for this event (optional)
Set Override minutes and a Direction, Before meeting or After meeting, to
change when a rule sends for this event only.
When a meeting is rescheduled, Default moves its reminders to the new time and skips any whose send
time has already passed. When a meeting is cancelled or marked as a no-show, Default cancels its
pending reminders.
SMS reminders
An SMS reminder goes to the guest’s phone number from the booking form, or to the number Default already holds for that person. Add a Phone Number question to the event’s booking form to collect it. When an event sends guest texts, the booking form shows SMS consent text below the phone field, and each text is followed by a compliance message that explains how to opt out. See Phone collection and SMS consent.Give guests a way to reschedule instead of skipping
A guest who can’t make the meeting is more likely to move it than to skip it when the link is in front of them:- Insert the Reschedule link and Cancel link variables into reminder and confirmation templates. See Variables.
- Keep Include calendar links in footer on for the event’s calendar invite, so guests can reschedule or cancel from the invite itself. It’s on by default for new events. See Calendar invite.
Mark a meeting as a no-show
Reps mark no-shows by hand. Default has no automatic no-show detection: it doesn’t read calendar responses or video attendance to decide whether a guest showed up.
Only meetings with the status Booked or Rescheduled can be marked. The meeting’s hosts,
the teammate who booked it, admins, and people with manager access to the meeting can mark it.
See Meetings and
the Chrome extension.
What marking a no-show does in Default
When a meeting is marked as a no-show, Default:- Removes the meeting’s calendar event and video call, the same way a cancellation does.
- Sets the meeting’s status to No show. The meetings dashboard shows the badge, and the Status filter can find it.
- Sends the On no-show messages the event assigns to the guest and the hosts, by email or SMS. When the event assigns none, your workspace defaults apply.
- Cancels the meeting’s pending reminders, including reminders set to send after the meeting.
- Gives routing credit back to each host who got the meeting from a queue, when the queue’s policy allows it. See Routing credit for no-shows.
- Fires the Meeting Status workflow trigger with the status No show.
Routing credit for no-shows
A no-show shouldn’t use up a rep’s turn in a round robin. When a host got the meeting from a queue, Default credits them back if the queue’s policy has both of these on the Credit Behavior tab:- Enable crediting
- No-show meetings
Follow up on no-shows with a workflow
Use the Meeting Status trigger to act on every no-show the same way:1
Start on no-shows
Create a workflow with the Meeting Status trigger. Under Meeting statuses, select
No show. Optionally narrow it with Event types, Specific events, or Sources.
2
Tell the host
Add a Send Slack Message node and pick the Primary host from the data picker as a
recipient.
3
Start a follow-up sequence
Add a sequencing node, for example Add to Outreach Sequence, with the lead’s email from
the Lead fields under Meeting details. Pick a sequence written for missed meetings.
4
Log it in your CRM (optional)
Add Create Activity (Salesforce) or Create Engagement (HubSpot) to record the missed
meeting on the lead’s record.