Meeting Reminders help you stay prepared for upcoming work on your Rithm schedule. They give you a timely heads-up before meetings and appointments so you can review the client, gather your thoughts, and show up ready to sell.<\/p>\n\n\n\n
Rithm offers this feature as phone alerts on the Rithm iPhone app<\/strong>. On the web, you manage the same schedule and use related reminder tools, but you will not see the same \u201calert me X minutes before my meeting\u201d settings. Use the tabs below for platform-specific instructions.<\/p>\n\n\n On the web, Rithm does not<\/strong> include a Meeting Reminders settings page that sends a phone-style alert a set number of minutes before each meeting. That experience is built for the Rithm iPhone app (see the Mobile UI<\/strong> tab).<\/p>\n What the web does<\/em> give you is everything that makes those reminders useful: your live schedule, your client details, and a few related reminder tools that help a salesperson stay on top of the day without relying on a phone notification.<\/p>\n Think of it this way:<\/p>\n If your goal is \u201cping me before my next client meeting,\u201d use the Rithm iPhone app and turn on Meeting notifications there. If your goal is \u201cplan my day and stay organized in the browser,\u201d stay on the web and use the schedule plus the related tools below.<\/p>\n These features can mention \u201creminders,\u201d but they serve different jobs:<\/p>\n There is no Web UI screen labeled Meeting Reminders or Meeting notifications. Those controls appear only in the iPhone app under Settings \u2192 Meeting notifications<\/strong>.<\/p>\n To review the meetings that Meeting Reminders would alert you about on your phone:<\/p>\n Help text on this setting: \u201cRithm can send helpful reminders, tips and updates to tell you about your upcoming day.\u201d<\/p>\n Your web schedule and the iPhone schedule share the same Rithm account data. Meetings you create or auto-schedule on the web can generate phone reminders once the iPhone settings are enabled.<\/p>\n Meeting Reminders are optional alerts on your iPhone that fire before items on your Rithm schedule. They are designed for busy salespeople who want a reliable nudge before a client call, site visit, or other appointment\u2014so you can open the app, review the client, and walk in prepared.<\/p>\n These alerts are local notifications on your device<\/strong>. Rithm schedules them on your phone based on your calendar and your settings. They are not text messages to your clients, and they are not customized emails you write for each meeting.<\/p>\n There are two kinds of Meeting Reminders. You can use one, both, or neither.<\/p>\n Alerts you before meetings and appointments you created yourself<\/strong> (manual \/ fixed items), including:<\/p>\n When this reminder fires, the notification title is Appointment reminder<\/strong>.<\/p>\n Alerts you before the first Rithm auto-scheduled meeting of each day<\/strong>\u2014the earliest incomplete meeting that Rithm\u2019s optimizer placed on your calendar for that day (including virtual and edited auto meetings).<\/p>\n When this reminder fires, the notification title is First meeting reminder<\/strong>.<\/p>\n This is especially useful if Auto-Schedule builds most of your day: you get one clear \u201cstart of the day\u201d nudge for the first visit, without a separate alert for every auto-scheduled stop that follows.<\/p>\n Tapping a reminder opens the Schedule<\/strong> tab so you can jump straight into your day.<\/p>\n Each card includes:<\/p>\n Meeting Reminders are not<\/strong> configured from Client Detail, from the meeting create\/edit screens, or from a per-meeting button. One Settings screen controls reminders for your schedule overall.<\/p>\n If reminders are turned on but your iPhone has not yet allowed notifications, Rithm may show a permission screen titled Never Miss a Critical Deal Moment<\/strong>, with buttons such as Turn On Reminders<\/strong> and Maybe Later<\/strong>.<\/p>\n There is no separate Save button for these settings. Changes are saved when you flip Enabled<\/strong> or choose an Alert<\/strong> time. The Alert<\/strong> menu is unavailable while that reminder type is turned off.<\/p>\n Meeting Reminders only appear if iOS allows Rithm to send notifications.<\/p>\n Tip: Keep Focus modes and Do Not Disturb in mind. Rithm marks these alerts as time-sensitive so they are more likely to break through, but your phone\u2019s system settings can still affect what you see and hear.<\/p>\n You do not create individual reminder records. After you enable a type, Rithm looks at your schedule and schedules local alerts for matching future, incomplete items.<\/p>\n Reminders are refreshed when your schedule loads and when you leave Meeting notifications after changing settings. If you turn both reminder types off, pending Meeting Reminder notifications are cleared.<\/p>\n Meeting Reminders help you stay prepared for upcoming work on your Rithm schedule. They give you a timely heads-up before meetings and appointments so you can review the client, gather your thoughts, and show up ready to sell. Rithm offers this feature as phone alerts on the Rithm iPhone app….<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[5],"ht-kb-tag":[26],"class_list":["post-253","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-schedule","ht_kb_tag-calendar"],"_links":{"self":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/253","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/comments?post=253"}],"version-history":[{"count":1,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/253\/revisions"}],"predecessor-version":[{"id":254,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/253\/revisions\/254"}],"wp:attachment":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/media?parent=253"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb-category?post=253"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb-tag?post=253"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}What is it?<\/h2>\n
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Related reminder tools on the web (not the same as Meeting Reminders)<\/h3>\n
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Where to find it in the UI?<\/h2>\n
Meeting Reminders settings<\/h3>\n
Your meetings on the web<\/h3>\n
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Notifications from Rithm (daily email digests)<\/h3>\n
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Email\/Phone (reminders only) clients<\/h3>\n
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Sticky notes<\/h3>\n
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How to use it?<\/h2>\n
If you want Meeting Reminders (alerts before meetings)<\/h3>\n
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Stay prepared for meetings using the web<\/h3>\n
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Use Email\/Phone (reminders only) for non-meeting outreach<\/h3>\n
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Use sticky notes for personal follow-ups<\/h3>\n
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Important differences from the Mobile UI<\/h3>\n
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What is it?<\/h2>\n
1. My appointments reminder<\/h3>\n
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2. First daily meeting reminder<\/h3>\n
What each notification shows<\/h3>\n
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What Meeting Reminders are not<\/h3>\n
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Where to find it in the UI?<\/h2>\n
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How to use it?<\/h2>\n
Turn Meeting Reminders on<\/h3>\n
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Allow notifications on your iPhone<\/h3>\n
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How reminders are chosen automatically<\/h3>\n
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Turn Meeting Reminders off or change timing<\/h3>\n
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A simple routine for new salespeople<\/h3>\n
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Important differences from the Web UI<\/h3>\n
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