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It covers rescheduling paths, outreach to non-responders, and foundational setup steps including creating a “Meeting Reminder” template plus automated replies for Confirm and Reschedule keywords. It also provides a regular weekly process for desktop and mobile, including attachment/template insertion, scheduling messages for each household member, and repeating until all reminders are prepared.",{"@graph":63,"@context":122},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/building-your-myrepchat-process-meeting-reminders-april-2024/279879/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/building-your-myrepchat-process-meeting-reminders-april-2024/279879.png","ImageObject",442,249,{"name":88,"@type":89},"Margaret","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-11-01","2026-09-16",true,{"@type":98,"interactionType":99,"userInteractionCount":15},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114,118],{"name":105,"@type":106,"acceptedAnswer":107},"How should clients be instructed to reschedule a meeting?","Question",{"text":108,"@type":109},"Use a clear rescheduling process, such as having clients call your office or rescheduling via an online scheduling tool like Calendly. Your team can also call them if that is your chosen workflow.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What templates and automatic responses are required for meeting reminders?",{"text":113,"@type":109},"Create a message template titled “Meeting Reminder,” then create auto responses for the Confirm keyword and the Reschedule keyword. Confirm triggers a positive follow-up message, while Reschedule provides guidance to schedule a new time via a link.",{"name":115,"@type":106,"acceptedAnswer":116},"How does the weekly reminder process work on desktop?",{"text":117,"@type":109},"Print the week’s appointments list, open Messages, search and select each contact, attach the Meeting Reminder template, insert the appointment time, and schedule the message (do not send immediately). Repeat for all reminders that week.",{"name":119,"@type":106,"acceptedAnswer":120},"What changes when scheduling reminders using the mobile app?",{"text":121,"@type":109},"Open the Messages tab, search and select each contact, attach and schedule the message via Schedule Message, select the Meeting Reminder template, insert the appointment time, set the date and time, and tap Schedule. Repeat until all reminders are scheduled.","https://schema.org",{"og:url":78,"og:type":124,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":126,"canonical":78},"index,follow",{"doc_id":128,"site_id":56},279879,1791727807,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":88,"user_avatar":133,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":15,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":139,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":61,"update_tm":143,"read_time":9},137451207643,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","Building Your MyRepChat Process Meeting Reminders  \nBefore you create anything, here’s afew items you’ll want to consider  \n1. How do you want clientsto reschedule?  \n Instruct them to call your office  \n Reschedule via online scheduling tool (i.e. Calendly)  \n Your team will call them  \n2. Do you want to reach out to clients that don’t respond?  \n What will your process be?  \nFoundational steps  \n1. Send your first text to the client so that they opt into receive messages  \n2. Create your meeting reminder text message template.  \n Go to Templates > Create Template  \nMessage  \nCreate a new message titled Meeting Reminder and save message  \nSample text: Hi ${contact.firstname} just a quick reminder of our meeting set for tomorrow at (Time). To confirm, text Confirm. To decline, Text Reschedule.  \n[support@myrepchat.com](support@myrepchat.com)  \n [https://myrepchat.com](https://myrepchat.com)  \n3. Create the texts that will go to clients when they respond to the meeting reminders.  \n Create an automatic response that will be sent if the client replies with the word  \nConfirm:  \n Go to Auto Response > Create Auto Responses  \n Click Create Auto Response  \n Type Confirm in the Equals box  \n Type the following message in the message box: Great, I look forward to seeing you soon!  \n Create an automatic response that will be sent if the client replies with the word  \nReschedule:  \n Go to Auto Response > Create Auto Responses  \n Click Create Auto Response  \n Type Reschedule in the Keyword box  \n Type the following message in the message box: Sorry to hear that you need to change our meeting time. Please schedule a new time via the link: (add your link)  \nRegular weekly process-on desktop  \n1. Print out a list of your advisor/firm appointments for the week  \n2. Go to Messages in the main menu  \n3. Search for the contact and select them in results  \n Note that you will need to schedule separate messages for each person ina household since you are using a template  \n4. Click the paperclip attachments icon, and then select Templates. Select your Meeting Reminder template.  \n5. Insert the time of the client’s appointment into the message.  \n6. Do NOT hit the send button. Instead, click the scheduling icon.  \n7. Schedule the message to go out at your preferred reminder time.  \n8. Click save message.  \n9. Repeat steps 2 through 8 until all reminders are scheduled for the week.  \n[support@myrepchat.com](support@myrepchat.com)  \n [https://myrepchat.com](https://myrepchat.com)  \nRegular weekly process-using the mobile app  \n1. Print out a list of your advisor/firm appointments for the week  \n2. Go to the Messages tab.  \n3. Search for the contact and select them in results  \n Note that you will need to schedule separate messages for each person in a household since you are using a template  \n4. Click the paperclip icon.  \n5. Click Schedule Message.  \n6. Enter the date and time that you want the message to be sent and then click  \nSelect Template.  \n7. Select Meeting Reminder template.  \n8. Insert the time of the client’s appointment in the message.  \n9. Click Schedule.  \n10. Repeat steps 2 through 10 until all reminders are scheduled for the week.  \n[support@myrepchat.com](support@myrepchat.com)  \n [https://myrepchat.com](https://myrepchat.com)","cbCaij85kS6DnyBd","https://ap.wps.com/l/cbCaij85kS6DnyBd","pdf",348853,"English","# Building Your MyRepChat Process Meeting Reminders\n## Before You Create Anything\n## Foundational Steps\n## Regular Weekly Process - Desktop\n## Regular Weekly Process - Mobile App","[{\"question\":\"How should clients be instructed to reschedule a meeting?\",\"answer\":\"Use a clear rescheduling process, such as having clients call your office or rescheduling via an online scheduling tool like Calendly. Your team can also call them if that is your chosen workflow.\"},{\"question\":\"What templates and automatic responses are required for meeting reminders?\",\"answer\":\"Create a message template titled “Meeting Reminder,” then create auto responses for the Confirm keyword and the Reschedule keyword. Confirm triggers a positive follow-up message, while Reschedule provides guidance to schedule a new time via a link.\"},{\"question\":\"How does the weekly reminder process work on desktop?\",\"answer\":\"Print the week’s appointments list, open Messages, search and select each contact, attach the Meeting Reminder template, insert the appointment time, and schedule the message (do not send immediately). Repeat for all reminders that week.\"},{\"question\":\"What changes when scheduling reminders using the mobile app?\",\"answer\":\"Open the Messages tab, search and select each contact, attach and schedule the message via Schedule Message, select the Meeting Reminder template, insert the appointment time, set the date and time, and tap Schedule. Repeat until all reminders are scheduled.\"}]","Building Your MyRepChat Process - Meeting Reminders - April 2024 | PDF",1789528967]