Keep families from missing their scheduled tours by setting up automatic reminders. Enrollio can send text messages, emails, or both at any time before a tour is scheduled.
What You'll Need
- An active Enrollio account
- Tours scheduled in your calendar
- Parent contact information (phone number for texts, email for emails)
Setting Up Tour Reminders
You have two ways to send reminders: using built-in calendar notifications or creating a custom automation.
Option 1: Built-In Calendar Reminders (Quick Setup)
This is the fastest way to send basic reminders for tours.
- Click Calendar in your main navigation
- Select the calendar you use for tours (or click Settings if you need to edit an existing calendar)
- Scroll to Notifications
- Toggle on Email Reminders, SMS Reminders, or both
- Set when you want reminders sent (e.g., 24 hours before, 1 hour before)
- Customize your message text
- Click Save
Pro Tip: Send two reminders — one the day before and one an hour before the tour. This dramatically reduces no-shows.
Option 2: Custom Automation (Advanced Control)
Build a custom automation if you want more control over timing, multiple touchpoints, or conditional logic.
- Go to Automations in your main navigation
- Click Create Automation
- Name it something like "Tour Reminders - [Calendar Name]"
- Set your trigger to Appointment Scheduled
- Filter by your tours calendar
- Add a Wait step (e.g., "Wait until 24 hours before appointment")
- Add an action: Send Email or Send SMS
- Customize your reminder message
- Optionally, add another wait step and reminder for closer to tour time
- Click Publish
Best Practices for Tour Reminders
Timing That Works
- 24 hours before: Gives families time to reschedule if needed
- 2 hours before: Catches last-minute scheduling conflicts
- 30 minutes before: Final nudge for people running late
What to Include in Your Message
- Tour date and time
- Your center's address with a map link
- Where to park
- Contact number if they're running late
- What to bring (if applicable)
Sample Reminder Message
"Hi [First Name]! This is a reminder that your tour of [Center Name] is tomorrow at [Time]. We're located at [Address] - here's a map: [Link]. Park in visitor spots near the main entrance. Questions? Call us at [Phone]. See you soon!"
Troubleshooting
Reminders Aren't Sending
- Check that the family has a valid phone number (for texts) or email address
- Verify your calendar notifications are toggled on
- If using an automation, make sure it's published (not in draft mode)
- Confirm the appointment was booked after you set up reminders
Families Say They Didn't Get Reminders
- Ask them to check spam folders for emails
- For texts, confirm they haven't opted out of messages
- Double-check their contact info is entered correctly
Pro Tip: In your first reminder, ask families to confirm they're coming. Set up an automation that sends a follow-up message only to families who don't respond within 12 hours.
Related Articles
- How to Set Up Your Tours Calendar
- Creating Text Message Automations
- Managing Tour No-Shows
- Calendar Booking Settings