Scheduling of site visits or consultations

Purpose

1. Automate the end-to-end process of scheduling site visits or consultations between clients and model makers, including booking, reminders, follow-ups, and real-time updates.

2. Automatedly eliminate double-bookings, human error, and manual back-and-forth by utilizing multi-channel automated communication and real-time calendar/event syncing.

3. Ensure all data is stored and synchronized across CRM, calendar, and client communication channels for a seamless experience.

4. Automate initial inquiry capture to confirmed booking, change management, and cancellation steps—achieving greater efficiency and satisfaction.

Trigger Conditions

1. New client inquiry via form, email, call, SMS, or web chat.

2. Request for site visit or consultation via online portals or scheduling links.

3. Change, cancel, or reschedule request initiated by client or staff.

4. Automated reminders or follow-ups scheduled prior to visit/consultation.

Platform Variants

1. Google Calendar API

• Feature/Setting: Events.insert, Events.patch
  
• Automates: Real-time booking, rescheduling, and cancellation of consultation or site visit slots.
  

2. Microsoft Outlook Calendar API

• Feature/Setting: /me/events endpoint
  
• Automates: Automatedly syncs client consultations as events across team and resource calendars.
  

3. Calendly

• Feature/Setting: Webhooks & Scheduled Events
  
• Automates: No-touch client self-booking with automated confirmations and reminders.
  

4. Acuity Scheduling

• Feature/Setting: API Appointment Scheduler
  
• Automates: Automated intake forms, scheduling, and alert workflows.
  

5. Twilio SMS

• Feature/Setting: Programmable Messaging API
  
• Automates: Sends SMS confirmations, reminders, and updates automatedly triggered by booking actions.
  

6. SendGrid

• Feature/Setting: Transactional Templates
  
• Automates: Automated email notifications for confirmations and reminders.
  

7. Zoom

• Feature/Setting: Meetings API
  
• Automates: Books automated video consultations, sends joining instructions to clients.
  

8. Slack

• Feature/Setting: Slash Commands & Incoming Webhooks
  
• Automates: Notifies internal teams in real time when new bookings or changes occur.
  

9. Salesforce

• Feature/Setting: Calendar Events & Process Builder
  
• Automates: Automated data entry, follow-ups, and CRM case escalation for site visit bookings.
  

10. HubSpot

• Feature/Setting: Meetings Tool API
  
• Automates: Captures bookings, updates deal records, and automates task reminders.
  

11. Zoho CRM

• Feature/Setting: Event Scheduling API
  
• Automates: Tracks consultations and automates follow-up sequences in the sales pipeline.
  

12. Mailgun

• Feature/Setting: Automated Emails
  
• Automates: Timed email reminders and follow-ups for confirmed or missed appointments.
  

13. WhatsApp Business API

• Feature/Setting: Send Message
  
• Automates: Automated reminders, confirmations, and directions for consultations.
  

14. Doodle

• Feature/Setting: Booking API
  
• Automates: Poll-based group consultation scheduling with automated notification dispatch.
  

15. Trello

• Feature/Setting: Card Automation (Butler)
  
• Automates: Creates/updates cards per scheduled appointment, triggering preset automations.
  

16. Asana

• Feature/Setting: Task Creation Webhook
  
• Automates: Generates project tasks for each site visit or consultation booked.
  

17. Monday.com

• Feature/Setting: Automations & Integration Recipes
  
• Automates: Automated workflow creation and visual scheduling updates.
  

18. Airtable

• Feature/Setting: Automations (Triggers + Actions)
  
• Automates: Logs and manages all appointment data, syncing with other automatable tools.
  

19. Typeform

• Feature/Setting: Webhooks/API
  
• Automates: Intake form responses trigger scheduling and follow-up automations.
  

20. Google Forms

• Feature/Setting: Response Trigger + Apps Script
  
• Automates: Auto-sends booking links or confirmation after a form is submitted.
  

21. Microsoft Teams

• Feature/Setting: Meetings API & Scheduling Trigger
  
• Automates: Adds consultations to shared team calendars and automated reminders.
  

22. Freshdesk

• Feature/Setting: Ticket Automations
  
• Automates: Creates tickets for site visits or consultations, triggering update workflows.
  

Benefits

1. Automated scheduling reduces errors, double-bookings, and administration.

2. Automation increases client and team satisfaction through consistent, real-time updates and reminders.

3. Automating the intake process enables scalable growth without increasing operational workload.

4. Automatedly ensures all appointments, cancellations, and reschedules are captured across all channels and platforms, maximizing transparency and efficiency.