Appointment and Calendar ManagementPurpose
1.2. Minimize manual follow-up by staff, reduce gaps in the calendar, and improve client convenience with seamless rescheduling in property appraisal workflows.
1.3. Integrate with calendar, appointment management, and messaging platforms to ensure the process is triggered reliably and handled within compliance.
Trigger Conditions
2.2. Appointment status not updated within X minutes post-start.
2.3. Client or appraiser cancels at the last minute and selects “reschedule” option.
2.4. Detection of failed check-in via GPS or app confirmation before appointment deadline.
Platform variants
3.1. Google Calendar
• API: `Events.watch` to listen for status changes, automate email with a rescheduling link upon ‘no-show’ or cancel event detected.
3.2. Microsoft Outlook Calendar
• API: `outlook/v1.0/me/events` for event update monitoring; send Microsoft Teams or email with a rescheduling option via `SendMail`.
3.3. Calendly
• Webhook: Enable “Event Canceled” or “No-show” webhook, configure follow-up email template with personalized rescheduling URL.
3.4. Acuity Scheduling
• Feature: Use “Missed Appointment” trigger and configure automated email/SMS message with reschedule link.
3.5. Twilio SMS
• Function: Use `Messages` API to send SMS; event-driven function triggers after missed status from calendar/app.
3.6. SendGrid
• Function: `Mail Send` API configures templated messages with rescheduling links upon trigger.
3.7. Zoom
• Webhook: Monitor meeting participant ‘no-show,’ automate invitation for next available slots using Zoom’s schedule API.
3.8. Slack
• Webhook: Trigger bot message in channel or DM with rescheduling options on appointment failure.
3.9. HubSpot
• Workflow: Use “Missed Meeting” workflow to auto-send personalized email or text with new booking widget.
3.10. Salesforce
• Process Builder/Flow: Trigger follow-up action “Send Email/Task” with reschedule CTA when event status equals missed.
3.11. Freshdesk
• Automation: Ticket status “Appointment Unattended” triggers notification with reschedule link (using “Scenario Automation”).
3.12. Intercom
• Automation: Use custom bot or “Series” to send automated chat/email with booking link if client misses scheduled call.
3.13. ActiveCampaign
• Automation: ‘Missed appointment’ tag triggers a workflow to issue a calendar link via email/SMS.
3.14. Mailchimp
• Automation: Triggered Campaign using “Event = Missed Appointment” to distribute custom rescheduling links.
3.15. Zoho CRM
• Custom Function: Track “No-show” tasks and auto-email appointment links using Zoho’s scripting function.
3.16. Appointlet
• Feature: Auto-reminder & reschedule links in follow-up email after missed bookings marked in dashboard.
3.17. Google Chat
• Webhook: Automated direct chat message with rescheduling link when GCal event turns to “missed.”
3.18. RingCentral
• SMS/Voice: Use Appointment Reminder and SMS APIs to send reschedule prompts after no reply/non-attendance.
3.19. Outreach
• Workflow: Sequence automation sends tailored message and calendar links when status = missed.
3.20. Square Appointments
• Automation: Configure “No Show” notification rule to auto-invite clients to pick a new slot.
3.21. Pipedrive
• Workflow Automation: Trigger message via integrated email/SMS after lost meeting, with scheduling link.
3.22. Typeform
• Integration: Auto-email reschedule form if a response indicating ‘missed’ is recorded on an appointment form.
3.23. Outlook Mail
• Rule: Custom rule triggers template message with reschedule option on event cancellation.
3.24. WhatsApp API
• Function: Send prefilled message with rescheduling link to client if flagged as “no-show” through their number.
Benefits
4.2. Enhances client experience with proactive rescheduling and no missed follow-ups.
4.3. Automatically fills the calendar and manages delays, reducing revenue loss.
4.4. Minimizes human error in the appointment follow-up process.
4.5. Multichannel support lets businesses match client communication preferences.