Automations

Step-by-Step: Setting Up Appointment Notification Automations

Create an automation that notifies you when customers book appointments through your AI in Local Business Pro.

beginner 5 min read appointment notification sms automation
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Quick Answer: Create a new automation with trigger 'When appointment is booked', add action 'Send SMS', enter your phone number and message template, then save and enable.

What This Automation Does

When a customer books an appointment through your AI receptionist, you'll automatically receive an SMS notification with the appointment details. Never miss a new booking.

Step-by-Step Setup

  1. Navigate to AI Logic > Agent Automations
  2. Click Add New Workflow
  3. Select the Appointment Notification template (if available) or build from scratch
  4. Add trigger: When appointment is booked
  5. Add action: Send SMS notification
  6. Enter your phone number in the recipient field
  7. Customize the message: 'New appointment: {customer_name} on {date} at {time} for {service}'
  8. Use the variable picker to insert dynamic data
  9. Name it: 'New Appointment SMS Alert'
  10. Save and Enable

Available Variables

  • {customer_name} - The customer's name
  • {phone} - Customer phone number
  • {date} - Appointment date
  • {time} - Appointment time
  • {service} - Service/offering booked
  • {address} - Customer address (if collected)

Frequently Asked Questions

Q: Can I send notifications to multiple people?
A: Create multiple Send SMS actions in the same automation, each with a different phone number.

Q: Can I send email notifications instead?
A: Yes, use the 'Send Email' action instead of SMS.