Reminder Engine

Automated template-driven email and text message reminders.


*Actual improvements reported by SUMO Customers.

The SUMO Reminder Engine ensures everyone shows up to the meeting.

No-show appointments account for a serious loss in productivity, loss in revenue, loss in customer loyalty, and more.  In fact, the U.S. healthcare system loses $150 billion annually to missed appointments, according to Health Management Technology.
The SUMO Reminder Engine ensures everyone is properly reminded and shows up to the appointment.



How to drive business growth with SUMO.

Reduce No-Shows

It’s been proven that the SUMO Reminder Engine is effective in cutting no shows by >27%.  You can monitor declining no-show rates with SUMO Analytics.

Drive Revenue

When more customer appointments happen, there is no question this drives revenue and growth.  No-Shows result in both opportunity loss and staff utilization loss.

Increase Customer Loyalty

It may sound surprising, but when customers no-show, they often blame the provider for not reminding them.  Ensure they show-up and get the service they are seeking.

Core Capabilities


What makes the SUMO Reminder Engine powerful?

Email Reminders

Email reminders can be sent to all attendees.

Customer Record

All reminders are added to the customer record for historical tracking.

SMS Text Reminders

Auto-send templated SMS text message reminders to customers.

Opt In/Out

Customers may opt in / out of receiving reminders and you may also allow your staff to opt-in and opt-out customers, if you like.

Reminder Templates

Includes configurable reminder templates, with merge fields to include any relevant data about the appointment.

Reschedule / Cancel

You may allow customers to reschedule or cancel by including links in the reminder templates, which is another great method to reduce no-shows.

What are customers saying?


SUMO rescued us from manual processes!

SUMO helped us automate our advising session scheduling process with approximately 1200 students a year. Before SUMO we had to do this manually, a process that was time-consuming and subject to error. The seamless interaction between SUMO and Salesforce enables us to quickly send appointment invites, and easily know when a student has scheduled an appointment. The outward-facing interface is also very user-friendly which makes it easy for our students to schedule their appointments. 

We have worked with Sumo for outward-facing processes for 5 years now and would highly recommend Sumo to anyone looking for a great appointment scheduling solution that is natively built in Salesforce.

Rebeca Lamadrid

VP, Operational Effectiveness, The Washington Center

Great app for productivity & scheduling

I've managed our relationship with SUMO from implementation to today and can say that it's been such a huge benefit to our organization. As a growing nonprofit that places a high priority on leveraging technology to allow our direct service providers ways to do their jobs, SUMO was a natural fit for us. The implementation process was seamless as their team was always available and very easy to work with. We're now able to more easily set up and manage user schedules. And our favorite feature has been the self-scheduler which has completely streamlined the scheduling process for follow up appointments with clients.

Ashley Jones

Associate Director - Salesforce, Neighborhood Trust Financial Partners

SUMO Rocks!

We use SUMO to schedule appointments with clients for certifications and client success appointments. The self-scheduling tool works every time and we have implemented wild card appointments to maximize our availability. We highly recommend SUMO due to the superior customer service and support! The level of support we receive goes above and beyond. Thank you SUMO for your support!

Greg Thatcher

IT Manager, Five Star Professional

This App has completely changed our processes

The amount of appointments that we are able to make has increased by over 70%. My agents no longer have to play the game of back and forth to try to find a time that works for both parties. This app has been a game-changer for our organization. My agents are now able to concentrate on other clients and communications knowing that they can send the scheduling message and the client is able to self serve.

Kerry Hoisington

Director of Customer Experience, Careerstep

Sophisticated, easy-to-use appointment tool

I've worked with SUMO on several engagements-they've always been very collaborative and customer-focused. Their appointment scheduler is robust and technically scalable, and the have strong online support. Happy to report positive experiences with them.

Jim Gilbert

Salesforce Consulting Director, Huron Consulting

Takes the headaches out of scheduling appointments!

This tool has helped our students schedule appointments with our reps at a time that is convenient for them. It has really helped us spend our time on the right students. Other great bells and whistles and smooth implementation!

Taylor Neece

Dean of Admissions, California Baptist University

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