> ## Documentation Index
> Fetch the complete documentation index at: https://docs.os.default.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reducing no-shows with meeting reminders in Default

> How Default sends email and SMS meeting reminders to guests and hosts, how reps mark a no-show by hand, and what marking a no-show does: routing credit back to the rep, no-show messages, and a Meeting Status workflow trigger.

Default reduces no-shows by sending meeting reminders by email and SMS before a meeting, and by
putting reschedule and cancel links in front of the guest so they move a meeting instead of
skipping it. When a guest still doesn't show, a rep marks the meeting as a no-show by hand, which
gives the rep their routing credit back and can start a follow-up workflow.

## No-show handling in Default at a glance

| What | How it works in Default |
| - | - |
| Reminders | Sent by email and SMS, to the guest or the host, at a set time before or after the meeting starts. Set per event. |
| Reschedule and cancel links | Available as variables in any message, and as footer links on the calendar invite. |
| Marking a no-show | Done by hand from the meetings dashboard or the Chrome extension. |
| Automatic no-show detection | Not available. Default doesn't check calendar or video attendance. |
| Routing credit | A queue host gets credit back for a no-show when the queue's policy allows it. |
| Follow-up | A **Meeting Status** workflow trigger fires when a meeting is marked **No show**. |

## 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.

<Steps>
  <Step title="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](/scheduling-messages).
  </Step>

  <Step title="Turn on reminders for the event">
    Open the event, go to its **Messages** section, and open the **Reminders** tab. Turn on
    **Enable reminders**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

New events start with reminders off. An event sends reminders once **Enable reminders** is on and
it has at least 1 rule.

| Setting | What it does |
| - | - |
| Recipient | Sends the reminder to the **Guest** (the person who booked) or the **Host**. You pick it when you create the template. |
| Channels | Sends the reminder by **Email**, **SMS**, or both, as set on the template. |
| **When to send** | Sets when the template sends, **Before** or **After** the meeting starts: 15 minutes, 30 minutes, 1 hour, 2 hours, 1 day, or 1 week, or a **Custom** number of minutes, hours, days, or weeks from 5 minutes up to 2 weeks. |

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](/events#phone-collection-and-sms-consent-for-leads).

### 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](/scheduling-messages#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](/events#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.

| Where | How |
| - | - |
| Meetings dashboard, meeting details | Open the meeting and select **Mark as no-show**. |
| Meetings dashboard, **Table** view | Select several meetings, choose **Mark no show**, then confirm. |
| Chrome extension, **Meetings** tab | Select the meeting, select **No-show**, then confirm with **Mark no-show**. |

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.

<Warning>
  Default doesn't check whether the meeting time has passed, and the app offers no action to undo
  a no-show. Mark a meeting only after the guest has missed it.
</Warning>

See [Meetings](/meetings) and
[the Chrome extension](/chrome-extension#reassign-reschedule-or-mark-no-shows-from-the-meetings-tab).

## What marking a no-show does in Default

When a meeting is marked as a no-show, Default:

1. Removes the meeting's calendar event and video call, the same way a cancellation does.
2. Sets the meeting's status to **No show**. The meetings dashboard shows the badge, and the
   **Status** filter can find it.
3. 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.
4. Cancels the meeting's pending reminders, including reminders set to send after the meeting.
5. 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](#routing-credit-for-no-shows).
6. 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](/policies#credit-behavior) has both of these on
the **Credit Behavior** tab:

* **Enable crediting**
* **No-show meetings**

Both are on by default. The credit offsets the meeting in the host's assignment count, so the
queue keeps its balance. Each credit shows in the Routing app's **Activity** tab as a
system-granted credit. Hosts who were picked by name, not through a queue, get no credit, since no
queue counted the meeting.

## Follow up on no-shows with a workflow

Use the **Meeting Status** trigger to act on every no-show the same way:

<Steps>
  <Step title="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**.
  </Step>

  <Step title="Tell the host">
    Add a **Send Slack Message** node and pick the **Primary host** from the data picker as a
    recipient.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Log it in your CRM (optional)">
    Add **Create Activity** (Salesforce) or **Create Engagement** (HubSpot) to record the missed
    meeting on the lead's record.
  </Step>
</Steps>

The trigger's data picker also offers **Additional hosts**, **Booked by** (the teammate who booked
the meeting, for example from the Chrome extension), and **Booking form responses**. See
[Triggers](/workflows/triggers#meeting-status), [Sequencing nodes](/workflows/steps-sequencing),
and [CRM nodes](/workflows/steps-crm).

Related: [Sales scheduling software from Default](https://www.default.com/product/sales-scheduling-software)


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