Purpose
1.2. Ensures clients book, reschedule, or cancel repeat sessions with minimal manual intervention.
1.3. Automates calendar availability, confirmations, reminders, client follow-up for ongoing treatment plans.
1.4. Provides seamless, automated reminders and payment processing for ongoing appointments.
1.5. Tracks engagement metrics for improving future automated scheduling and customer management.
Trigger Conditions
2.2. Existing customer requests renewal or extension of treatment plan.
2.3. Automated reminder acknowledgment triggers next recurring date.
2.4. Payment confirmation for a scheduled package triggers a recurring slot allocation.
2.5. Cancellation or rescheduling by client/administrator initiates automated update.
Platform Variants
• Feature/Setting: Calendar API – automate recurring event creation and update.
3.2. Microsoft Outlook
• Feature/Setting: Microsoft Graph API – automate scheduled recurring appointment insertion.
3.3. Acuity Scheduling
• Feature/Setting: Webhooks/API – automate booking flows and recurring slot management.
3.4. Calendly
• Feature/Setting: Automate recurring meetings via API integration.
3.5. Zoho Bookings
• Feature/Setting: automate recurring service bookings via Zoho Bookings API.
3.6. Square Appointments
• Feature/Setting: automate recurring bookings through Square Appointments API.
3.7. Setmore
• Feature/Setting: automated appointment sequences using Setmore API.
3.8. Bookafy
• Feature/Setting: automate recurring bookings setup by configuring recurrence rules via API.
3.9. SimplyBook.me
• Feature/Setting: automate appointment recurrence with API connection to service settings.
3.10. Appointlet
• Feature/Setting: automate periodic appointment logic with calendar integration endpoints.
3.11. 10to8 Scheduling
• Feature/Setting: automate recurring appointment slots via their API.
3.12. TimeTap
• Feature/Setting: automate client booking cycles by leveraging TimeTap API endpoints.
3.13. Fresha
• Feature/Setting: automate recurring bookings & reminders using platform automation settings.
3.14. Mindbody
• Feature/Setting: automate class/session recurrence with Mindbody API.
3.15. Vagaro
• Feature/Setting: automate recurring appointments through service recurrence features.
3.16. Genbook
• Feature/Setting: automate multi-appointment scheduling with Genbook recurrence settings.
3.17. HoneyBook
• Feature/Setting: automate project-based recurring tasks using booking workflows.
3.18. Salesforce
• Feature/Setting: Salesforce Scheduler API – automate recurring appointment records.
3.19. HubSpot
• Feature/Setting: automate event/meeting recurrence with Meetings API.
3.20. Doodle
• Feature/Setting: automate periodic group polls and recurring meeting scheduling via Doodle API.
3.21. Twilio
• Feature/Setting: automate SMS reminders for recurring schedules using Messaging API.
3.22. SendGrid
• Feature/Setting: automate confirmation and reminder emails with scheduling hooks via Email API.
Benefits
4.2. Automated notifications improve client retention and minimize no-shows.
4.3. Streamlines payment and administrative workflows with automated billing triggers.
4.4. Enables automated gathering of feedback after each appointment for continuous improvement.
4.5. Automates synchronization between calendars and CRM for comprehensive, updated client records.
4.6. Reduces operational errors with automated checks and confirmations.
4.7. Frees up staff for higher-value client interactions by automating manual scheduling.
4.8. Automated analytics permit data-driven improvement of scheduling strategies.