Automations

Setting Up Automated Appointment Reminders

Create automatic reminder sequences for upcoming appointments.

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Quick Answer: Set up automations triggered by upcoming appointments to send SMS and email reminders at 24 hours and 1 hour before the scheduled time.

Reminder Setup

  1. Create automation triggered by appointment approaching
  2. Set timing (e.g., 24 hours before)
  3. Choose channel (SMS, email, or both)
  4. Write reminder message with appointment details
  5. Include reschedule/cancel instructions
  6. Create second reminder for 1-2 hours before

Sample Reminder Sequence

  • 24 hours before - Full details with reschedule option
  • 2 hours before - Quick reminder with arrival time
  • On arrival - "Technician is on the way" notification

Reminder Tips

  • Include date, time, and service type
  • Provide easy reschedule link
  • Keep messages concise
  • Consider time zones