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

# Configure reminders and alerts

> Send meeting reminders to leads and booking alerts to hosts from a booking Agent's Meeting settings.

A booking Agent has two separate notification controls. **Meeting reminders** contact the lead. **Host notifications** email the member who will host the meeting.

Configure both under **Agents → your booking Agent → Settings → Meeting**.

## Choose the recipient first

| Setting                | Recipient                 | Available channel                               |
| ---------------------- | ------------------------- | ----------------------------------------------- |
| **Meeting reminders**  | The lead                  | WhatsApp, Voice Call, and eligible SMS accounts |
| **Host notifications** | The selected meeting host | Email                                           |

These settings do not replace each other. A reminder sent to the lead does not automatically alert the host.

## Add a meeting reminder for the lead

<Steps>
  <Step title="Open Meeting reminders">
    Open the booking Agent's **Meeting** settings and find **Meeting reminders**.
  </Step>

  <Step title="Add a rule">
    Select **Add reminder** and choose the channel and timing.
  </Step>

  <Step title="Choose the channel content">
    For WhatsApp, select an approved reminder template. For Voice Call or SMS, use the available automated reminder configuration.
  </Step>

  <Step title="Save and review">
    Save the rule and confirm that it appears in the correct timing group.
  </Step>
</Steps>

The dashboard offers these timings:

* **Immediately after the meeting is booked**
* **24 hours before the meeting**
* **1 hour before the meeting**
* **30 minutes before the meeting**
* **5 minutes before the meeting**
* **After the phone call ends**, for a Voice Call reminder only

<Warning>
  **After the phone call ends** refers to the Agent phone call that led to the booking. It does not mean after the scheduled meeting ends.
</Warning>

Nexor prevents an identical rule with the same trigger, channel, time reference, and minute offset. Edit the existing rule instead of creating that duplicate.

## Select a lead channel

### WhatsApp

WhatsApp reminders require an approved template classified for meeting reminders.

If no template appears, create or approve a reminder template before returning to this setting. See [WhatsApp message templates](/docs/en/guides/whatsapp/message-templates).

### Voice Call

Voice Call is available when the Agent has a usable phone channel. It can remind the lead before the meeting or immediately after the preceding Agent call is analyzed.

### SMS

SMS appears only for eligible accounts, currently accounts in the United States or Canada or accounts with an explicit enablement. It also requires a usable SMS channel.

Email is not available as a lead reminder in the current dashboard, even though other Nexor notification flows may use email.

## Alert the host after booking

Turn on **Host notifications** to email the selected host when a lead books. This is a global account setting and applies to all Agents, even though the control appears inside an Agent's Meeting settings.

Under **Send**, choose:

* **Immediately**
* **5 minutes after booking**
* **15 minutes after booking**
* **30 minutes after booking**
* **60 minutes after booking**

<Note>
  **Immediately** is queued, not instantaneous. The current delivery service waits at least about two minutes before sending the host email.
</Note>

Booking-time host alerts require the Agent's **Meeting alerts** notification subagent to be active. Host cancellation email is on by default and bypasses that subagent gate. Host reschedule email is sent by the reschedule flow. The booking-alert switch and delay do not control those two messages.

## Test the full path

Before using reminders with live leads:

1. Create a test meeting far enough in the future for the selected offsets.
2. Confirm that the meeting has a lead, a host, and a valid start time.
3. Confirm the WhatsApp template is approved or that the Voice Call or SMS channel is usable.
4. Check that **Meeting alerts** is active when testing host booking notifications.
5. Wait for the configured offset and verify the result on the lead and host sides.

Changing a meeting's time through the **Reschedule** action schedules the corresponding meeting flow again. Cancelling through **Cancel meeting** runs the cancellation flow. A table status change alone does not replace either action. See [Manage meetings](/docs/en/guides/meetings/overview).

## Troubleshooting

<AccordionGroup>
  <Accordion title="WhatsApp is not available">
    Confirm that the Agent has WhatsApp connected and that an approved meeting-reminder template exists.
  </Accordion>

  <Accordion title="Voice Call or SMS is not available">
    Confirm that the corresponding phone channel is usable. SMS also follows account-country eligibility or explicit enablement.
  </Accordion>

  <Accordion title="A host did not receive the booking email">
    Check **Host notifications**, the assigned host's email, the selected delay, and the Agent's **Meeting alerts** status. Allow at least about two minutes for the **Immediately** option.
  </Accordion>

  <Accordion title="The post-call reminder ran at the wrong moment">
    The post-call option is anchored to the Agent phone call analysis, not to the end of the scheduled meeting. Use a before-meeting option when the reminder should be relative to the appointment time.
  </Accordion>
</AccordionGroup>