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Reminder series for upcoming appointments

Purpose

1.1. Automate a reminder series for upcoming appointments, to reduce no-shows and enhance client engagement for electrolysis hair removal services.
1.2. Automate sending clients timely notifications (SMS, email, WhatsApp, push), providing confirmations, rescheduling options, and key pre-visit advice.
1.3. Automating appointment reminders ensures clients reliably attend their electrolysis sessions, with automated escalation (e.g., calls) for unconfirmed responses.
1.4. Automator ensures consistent communication flow, automating the process based on real-time appointment schedules integrated with salon CRM.

Trigger Conditions

2.1. Appointment scheduled, modified, or upcoming (e.g., 3 days, 24 hours, 1 hour before the slot).
2.2. Client status: any new, confirmed, or rescheduled appointment.
2.3. Automator runs on appointment creation or update via API/webhook.
2.4. No reply from client triggers follow-up automated reminder or escalation.

Platform Variants

3.1. Twilio SMS
• Function: API endpoint “Messages” — automate SMS reminders; configure with recipient, sender, and appointment data payload.
3.2. SendGrid
• Feature: Email API — automate personalized email reminders; template engine with dynamic fields, schedule based on appointment time.
3.3. WhatsApp Business API
• Function: Message endpoint — automate WhatsApp reminders, send appointment details and quick-reply options.
3.4. Google Calendar
• Feature: Calendar API “Events” — automate event creation with pop-up and email reminders for client and staff.
3.5. Outlook Calendar
• Setting: Events with Reminder — automate appointment entries and schedule reminder alerts through the API.
3.6. Mailchimp
• Feature: Automated Emails — use triggers for dates to automate reminder flows segmented by client list.
3.7. Slack
• Feature: Scheduled Messages API — automate internal team reminders for upcoming appointments, configurable channels.
3.8. Zoom (for virtual consults)
• Function: Meeting API — automate email and in-app reminders with join details before virtual sessions.
3.9. HubSpot CRM
• Feature: Workflow Automation — trigger sequences sending reminders across SMS or email as configured.
3.10. ActiveCampaign
• Feature: Automations — schedule and automate multi-touch reminder series via email/SMS on contact property change.
3.11. Zoho CRM
• Feature: Workflow Rules — automate reminders triggered by appointment record updates.
3.12. Salesforce
• Function: Process Builder/Flows — automate customizable reminder journeys for contacts linked to service appointments.
3.13. Calendly
• Feature: Confirmation & Reminder Notifications — automate SMS/email before meetings, with rescheduling options.
3.14. Acuity Scheduling
• Setting: Automated Client Notifications — customize multi-touch reminder automation for each service.
3.15. Square Appointments
• Feature: Automated Reminders — set up reminder automation for all booked slots via app dashboard.
3.16. ClickSend
• Function: SMS and Email API — automate time-based reminders with message personalization support.
3.17. OneSignal
• Feature: Push Notification API — automate mobile/web push reminders for app users, time- or event-triggered.
3.18. Pabbly Connect
• Function: Workflow Automation — automate multi-channel reminders on custom schedule with client and appointment data.
3.19. Telegram Bots
• Feature: Send Message API — automate direct bot reminders in client Telegram chats with interactive confirmations.
3.20. Facebook Messenger via Messenger API
• Function: Message endpoint — automate proactive Messenger reminders with quick action buttons (Confirm/Reschedule).
3.21. Outlook/Exchange Web Services
• Setting: Reminder pop-up/email automation through EWS API on appointment records.
3.22. Google Forms (as feedback loop)
• Configure automated reminder to submit pre-visit forms.

Benefits

4.1. Automates reduction of appointment no-shows by ensuring every scheduled client receives multi-channel reminders.
4.2. Automation improves operational efficiency — less manual messaging, more staff time saved.
4.3. Automating reminders improves client experience using timely, consistent, and accurate appointment communication.
4.4. Enables data capture and status automation (confirmed, reschedule, cancel) for better business analytics.
4.5. Automator adapts to client preference, supporting highly personalized automated reminder strategies.

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