Pennant
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Automation name

Send a thank-you note after every discovery call

When this happens

A guest completes a booked session

Edit

Then do this

Send an email 20 minutes after the session ends

Edit

No follow-up step added

Cancel Save

Edit: Message to guest

Which address should this message be sent from?

To send from Gmail or Outlook, link an account under Connections. Reload this page once the account is linked.

Choose a template
Subject

Great talking with you today

Body

Hi Guest First Name,

Thanks for making time for Session Title.

If anything came up afterwards, reply to this note and it lands straight in my inbox.

Talk soon,
Host Full Name

Add a re-confirm button
Add cancel and reschedule links
Add the cancellation policy