Consultation call reminder with joining link
Reminds a client about a phone or video consultation, gives the joining link, and asks them to keep documents ready so the call is useful.
To make the most of the time, please keep the sale deed and the latest tax receipt{{4}} handy.
Join from the button below a couple of minutes early. If the link does not open, reply here and we will call you on this number instead.
It is the logistics of a call the client booked, so it is utility. Pitching a paid package or a webinar in the same message would make it marketing.
Variables
| Variable | What goes in | Example |
|---|---|---|
| {{1}} | client name | Mr. Iyer |
| {{2}} | consultant name | Adv. Priya Nair |
| {{3}} | time | today at 6:00 pm |
| {{4}} | what to keep ready | the sale deed and the latest tax receipt |
When to use it
For lawyers, CAs, financial planners, architects, counsellors and online tutors who run consultations by Google Meet, Zoom or phone. The "keep this ready" line is what makes a 30-minute paid call actually productive. The call-me fallback rescues clients who struggle with video links.
Best time to send. Two to three hours before the call, or at 9 am for a morning slot.
Quick reply for the WhatsApp Business app
No variables in the app: replace the [bracketed] parts before you send.
Hello [client name], your call with [consultant name] is scheduled for [time].
To make the most of the time, please keep [what to keep ready] handy.
Join from the button below a couple of minutes early. If the link does not open, reply here and we will call you on this number instead.
/consultationcall
Meta template-ready version
For WhatsApp Manager or any WhatsApp Business API tool. Checked against Meta's limits.
| Category | UTILITY |
|---|---|
| Language | English (en) |
| Header | Your call today15/60 |
| Body | 251/1024 characters, 4 variables |
| Footer | None |
| Buttons | Join the callVisit website, 13/25 Please call meQuick reply, 14/25 |
Tips
- Use a fixed meeting link per consultant so the URL button can stay the same.
- Keep the documents line specific; "your papers" gets ignored, "the sale deed" gets found.
- Do not send confidential details of the matter on WhatsApp; the time and link are enough.
Variations
Shorter or warmer versions of the same message.
Hi Mr. Iyer, your call with Adv. Priya Nair is at 6 pm today. Link: [link]
Hello Mr. Iyer, reminder for this evening's 6 pm consultation. Please keep the sale deed ready. We will share the link 10 minutes before.
Send this automatically with Kredoo
Kredoo fills in the name, date and amount from your CRM or booking and sends it at the right moment: on confirmation, the day before, an hour before. Replies land in one shared inbox.
Related templates
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In other languages: Day-before appointment reminder in Hindi · Missed appointment follow-up in Telugu
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