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Last-minute cancellation/rebooking workflow

Purpose

1.1. Automate the entire process of handling last-minute appointment cancellations or rebooking requests for handyman services, minimizing manual intervention.
1.2. Automatedly reschedule or cancel bookings, notify all impacted parties via preferred channels (SMS, email, push, voice), and update business calendars in real-time.
1.3. Maintain high client satisfaction and maximize resource utilization through automation of workflows, reminders, and slot redistributions.
1.4. Ensure all data and status changes are automatically logged and instantly available across all integrated platforms for service, billing, and analytics.

Trigger Conditions

2.1. Automated detection of client cancellation via website, app, or customer support call.
2.2. Automation initiates for rebooking requests sent through email, SMS, or third-party booking platforms.
2.3. Last-minute condition defined as less than 24 hours before scheduled appointment or per custom configuration.
2.4. Seamless automation through calendar event updates, CRM entries, or chat platform cancellations.
2.5. Automatic identification of eligible pending rebooking candidates and available handyman slots.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Configure SMS API to automate outbound/inbound cancellation or rebooking notifications (SendMessage endpoint).
3.2. SendGrid
• Feature/Setting: Automatedly trigger transactional emails on event via Single Send API.
3.3. Google Calendar
• Feature/Setting: Automate event modifications or deletions using Calendar API (Events: Patch/Delete).
3.4. Microsoft Outlook Calendar
• Feature/Setting: Automate appointment updates using Graph API (Update and Delete Event).
3.5. Slack
• Feature/Setting: Automated sending of real-time notifications in channels using Incoming Webhooks.
3.6. Zendesk
• Feature/Setting: Automate ticket updates/creation via Tickets API for support and traceability.
3.7. HubSpot
• Feature/Setting: Automated CRM update and customer notification workflows using Workflows API.
3.8. Salesforce
• Feature/Setting: Automate task or event records using REST API (sobjects/Event).
3.9. Zoom
• Feature/Setting: Schedule/cancel Zoom appointments automatically using Meetings API.
3.10. Google Forms
• Feature/Setting: Automate generation/collection of cancellation feedback with Forms API.
3.11. Mailgun
• Feature/Setting: Automatedly send or update appointment notifications using Messages API.
3.12. Pipedrive
• Feature/Setting: Automate changes in activity status via Activities API.
3.13. Calendly
• Feature/Setting: Automate scheduling changes and notifications through Webhooks and API.
3.14. ClickSend
• Feature/Setting: Automated outgoing SMS/voice alerts via Messaging API.
3.15. Freshdesk
• Feature/Setting: Auto-create support tickets for cancellations through Ticket API.
3.16. Apple Calendar (iCloud)
• Feature/Setting: Automate event updates/deletions using CalDAV protocol.
3.17. WhatsApp Business API
• Feature/Setting: Automated messaging for appointment changes via Send Message endpoint.
3.18. Notion
• Feature/Setting: Automate updating interior workflow boards or databases using Notion API (Update Block).
3.19. Asana
• Feature/Setting: Automate reassignments of tasks based on appointment status changes via Tasks API.
3.20. Monday.com
• Feature/Setting: Automator triggers to update boards or send alerts using Automations Center and API.
3.21. Google Sheets
• Feature/Setting: Automatedly log updated bookings/cancellations via Sheets API (Append/Update Rows).
3.22. Trello
• Feature/Setting: Automate card (job slot) repositioning on cancellation using Cards API.
3.23. DocuSign
• Feature/Setting: Automation of triggered cancellations or rebooking for signature workflows via eSignature API.

Benefits

4.1. Automates tedious manual appointment management, making operations scalable for growth.
4.2. Automated alerts reduce client frustration and improve service reliability.
4.3. Automation boosts operational efficiency, with immediate slot reallocation and reduced downtime.
4.4. Systematic automated logging and analytics optimize scheduling and business forecasting.
4.5. Automatedly synchronizes calendar and workflow data, preventing double-bookings or missed notifications.
4.6. Enhances client trust with prompt, automated, and clear communications at every notification point.

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