Cancellation and rebooking workflow automation

Purpose

1. Automate the cancellation and rebooking process for aromatherapy class bookings within the wellness & spa industry, minimizing manual intervention.

2. Enable users to request cancellations, receive confirmations, and automatically be offered rebooking slots.

3. Automate admin tasks of updating class availability, notifying instructors, and securely processing refunds.

4. Automate tracking and reporting on cancellations and rebookings for business analytics and workflow optimization.

Trigger Conditions

1. User-initiated class cancellation via website form, mobile app, or email.

2. Inbound cancellation request through SMS, WhatsApp, or customer support chatbot.

3. Scheduled class reminder triggers user to reschedule or cancel.

4. Payment failure or card expiry triggers automated cancellation and rebooking advisory.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate SMS triggers for cancellation and rebooking confirmation; use Programmable Messaging API to send/receive updates.
  

2. SendGrid

• Feature/Setting: Automate email confirmations on cancellation and rebooking via Email API; configure templates for transaction triggers.
  

3. Google Calendar API

• Feature/Setting: Automate event deletions and add alternative class slots via REST API.
  

4. Calendly API

• Feature/Setting: Automate updated meeting invitations and rescheduling links for users.
  

5. Zoom API

• Feature/Setting: Automate meeting deletions and automated scheduling of new sessions when rebooked.
  

6. PayPal IPN (Instant Payment Notification)

• Feature/Setting: Automate refund processing and customer notifications of payment reversal.
  

7. Stripe API

• Feature/Setting: Automate charge refund and cancellation logging with Webhooks.
  

8. Slack Incoming Webhooks

• Feature/Setting: Automate instant notifications to the aromatherapy team channel on booking changes.
  

9. Microsoft Teams Bot

• Feature/Setting: Automate alerts to instructors of rebookings and cancellations via Bot Framework.
  

10. Zapier Webhooks

• Feature/Setting: Automate cross-platform trigger connections for cancellation inputs and class slot updating.
  

11. Salesforce API

• Feature/Setting: Automate updating of user CRM records upon booking and cancellation events.
  

12. HubSpot API

• Feature/Setting: Automate marketing emails after cancellations for nurturing and re-offering class spots.
  

13. Facebook Messenger Bot

• Feature/Setting: Automate intake and management of cancellation and rebooking requests via chatbot.
  

14. WhatsApp Business API

• Feature/Setting: Automate notifications and confirmations for cancellation and rescheduling.
  

15. Shopify Bookings App

• Feature/Setting: Automate removal of cancelled bookings and offering of new dates.
  

16. Acuity Scheduling API

• Feature/Setting: Automate class slot management and client rescheduling flows.
  

17. Wix Bookings

• Feature/Setting: Automate cancellation flows and automated client notifications for readjusted class slots.
  

18. Typeform Webhooks

• Feature/Setting: Automate data collection for cancellation intent and rescheduling preferences.
  

19. Mailchimp API

• Feature/Setting: Automate segmented campaigns for recently cancelled and rebooked clients.
  

20. Trello API

• Feature/Setting: Automate card creation for manual follow-up on high-value cancellations or exceptions.
  

Benefits

1. Save time by automating repetitive cancellation and rebooking steps.

2. Increase conversion by automatedly offering real-time rebooking alternatives.

3. Improve customer satisfaction with automated notifications and confirmations.

4. Reduce errors and manual entry by automating database updates and payment refunds.

5. Enable tracking and analytics with automated logs of cancellation and rebooking activity.

6. Automate follow-ups and nurture flows, increasing potential for re-engagement.

7. Ensure compliance by automatedly updating all relevant systems and records.