Zoom Meeting Email Flow for Customers

Here's the email flow the customer receives when they book a video meeting

Confirmation email

When a customer books a meeting, they receive a confirmation email which contains a link to the Zoom meeting and provides information about what they should think about and prepare before the meeting.

Reminder to fill out questionnaire

If a customer hasn't filled out the questionnaire about their project, the system will send them a reminder with a link to the questionnaire two days before the scheduled meeting. This mail is only regarding the questionnaire and does not contain any link to the Zoom meeting.

Reminder email - one day before

One day before the scheduled meeting, the customer receives a reminder email which once again contains the link to their Zoom meeting. 

Reminder SMS

One day before the meeting, the also receive a friendly reminder of the meeting via SMS. This does not contain a link to the Zoom meeting.