Configure Your Appointment Automation

Customising your confirmation and reminder automation offers real benefits when it comes to simplifying appointment management. By configuring your workflow triggers based on appointment status or customer booking, you ensure they only fire when they need to. Adding filter types refines triggers further, focusing exclusively on confirmed appointments.

Once your triggers are in place, you can build a personalised flow using actions such as tagging, email or SMS notifications, pipeline updates, and more. Wait steps give you precise control over the timing of reminder or follow-up messages, making appointment automation a straightforward and valuable part of your business.

Feature Key Points:

• Flexible Triggers: Choose from various trigger options like appointment status or customer booking to initiate automation.
• Detailed Filters: Utilise multiple filter types, including calendar and status confirmation, to trigger actions only for specific scenarios.
• Diverse Actions: Assign tasks like sending emails, SMS, updating records, tagging, and internal notifications for comprehensive appointment management.
• Wait Steps: Integrate time delays to ensure messages are sent at the optimal moment, enhancing customer engagement.
• Custom Fields: Use customer information to personalise messages, creating a more relevant and impactful communication experience.

Feature Benefits:

• Efficient Automation: Streamlines appointment management by automating confirmations, reminders, and follow-up actions.
• Enhanced Customer Experience: Ensures clients receive timely notifications, reducing no-shows and improving engagement.
• Time Savings: Frees up staff from manual tasks, allowing them to focus on more critical aspects of the business.
• Personalisation: Customisable workflows enable tailored messaging and actions based on individual customer needs.
• Consistency: Maintains a consistent and professional communication strategy across all appointments.