Reminders sent to clients and team via SMS/email before scheduled appraisals

Purpose

1.1. Ensure clients and team members are promptly reminded of upcoming property appraisal appointments.
1.2. Minimize no-shows, late arrivals, and scheduling conflicts by sending notifications via SMS and email.
1.3. Maintain professional communication standards within property appraisal services.
1.4. Automate reminder workflows for time efficiency and reduction of administrative workload.

Trigger Conditions

2.1. New appraisal appointment is created or updated in the calendar system.
2.2. Set time interval reached before appointment (e.g., 24/48/72 hours prior).
2.3. Changes to appointment status (confirmed, rescheduled, cancelled).
2.4. Recurrence for multi-visit appraisals.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: API v2010 message endpoint; configure with client’s mobile number, appointment time, reminder text.
3.2. SendGrid
• Feature/Setting: Mail Send API; use dynamic templates with client/team emails and appointment data.
3.3. Mailgun
• Feature/Setting: Messages API; configure from, to, subject, and message body with appointment reminders.
3.4. Nexmo (Vonage)
• Feature/Setting: SMS API; authenticate and send reminder text to phone numbers.
3.5. Slack
• Feature/Setting: Incoming Webhooks; configure reminders to specific channels or user DMs.
3.6. Microsoft Teams
• Feature/Setting: Graph API for messages; push reminders to teams or direct chats.
3.7. Google Calendar
• Feature/Setting: Events API webhook for event creation, set up automated reminders.
3.8. Outlook Calendar
• Feature/Setting: Microsoft Graph Calendar API; monitor events and trigger reminder messages.
3.9. SMS 77.io
• Feature/Setting: SMS Messages endpoint, input recipient, message, and schedule.
3.10. Plivo
• Feature/Setting: Message API; configure sender, receiver, and reminder content.
3.11. Zoom
• Feature/Setting: Meetings API; monitor for scheduled meetings and send reminders.
3.12. HubSpot
• Feature/Setting: Workflows and Sequences; trigger emails based on CRM property appraisal events.
3.13. Salesforce
• Feature/Setting: Process Builder/Flow Builder; automate reminders based on calendar objects.
3.14. Zoho CRM
• Feature/Setting: Workflow automation, trigger email/SMS reminders on appointment records.
3.15. Freshdesk
• Feature/Setting: Automations; configure time-based event notifications to clients.
3.16. ClickSend
• Feature/Setting: SMS and Email API; schedule and deliver event reminders.
3.17. Amazon SES
• Feature/Setting: SendEmail API; utilize for scalable, templated appointment reminders.
3.18. AWS SNS
• Feature/Setting: Publish SMS or email notifications for calendar events.
3.19. Pipedrive
• Feature/Setting: Sales activities API, monitor changes and schedule reminders.
3.20. Calendly
• Feature/Setting: Webhooks, Event Types; auto-trigger email/SMS notifications for bookings.
3.21. Zapier
• Feature/Setting: Automated workflow triggers, connect calendars, and reminder channels.
3.22. ActiveCampaign
• Feature/Setting: Automations; emails/SMS scheduled for contacts based on appointments.

Benefits

4.1. Reduces manual effort and errors in appointment management.
4.2. Increases client engagement and team punctuality.
4.3. Facilitates higher rate of kept appointments.
4.4. Supports scalable communication as business grows.
4.5. Customizable for branded, personalized reminders.