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Appointment reminders via SMS/email

Purpose

1. Automate sending appointment reminders to clients via SMS and email, minimizing no-shows for scheduled furniture restoration consultations and pickups.

2. Enhance professional communication by ensuring every client receives timely, consistent updates.

3. Reduce manual workload on staff, freeing up time for core restoration activities.

4. Establish trackable, actionable notification logs for compliance and quality assurance.

5. Improve customer satisfaction by maintaining proactive outreach throughout the restoration process.


Trigger Conditions

1. Scheduled restoration appointments are created or updated in the business calendar system.

2. A specified time interval before appointment (e.g., 24 hours or 3 days).

3. Manual or automated status change detected (e.g., item ready for pickup).

4. Client email or phone number is present and valid in CRM/database.


Platform Variants


1. Twilio SMS

  • Feature/Setting: Use “Messages API” to send SMS.
  • Sample: Configure trigger to POST to Twilio endpoint with appointment details and recipient phone.

2. SendGrid

  • Feature/Setting: Use “Mail Send API.”
  • Sample: Automatically send templated email via /mail/send endpoint using dynamic appointment info.

3. Mailgun

  • Feature/Setting: Messages API for transactional emails.
  • Sample: Invoke /messages endpoint with client data, appointment slot, and custom content field.

4. Plivo

  • Feature/Setting: SMS Messaging API.
  • Sample: Set up HTTP trigger for pending appointments; call Plivo endpoint with message payload.

5. Amazon SNS

  • Feature/Setting: Publish SMS notifications via SNS topics.
  • Sample: Add appointment reminders as SNS topic, configure text message format.

6. Nexmo (Vonage API)

  • Feature/Setting: SMS API endpoint for outbound reminders.
  • Sample: Call /sms/json with recipient, message, and authentication token.

7. Pipedrive

  • Feature/Setting: “Activity Notification” webhook.
  • Sample: Use automation to send messages when new activities are scheduled.

8. Google Calendar

  • Feature/Setting: Event Reminders and Push Notifications API.
  • Sample: Set reminder triggers for calendar events tied to appointments.

9. Outlook/Microsoft Graph

  • Feature/Setting: Event Reminder API via Graph.
  • Sample: Automate sending reminders through event update triggers.

10. Slack

  • Feature/Setting: Scheduled Messages API for direct outreach.
  • Sample: Automate posts to internal channels for appointment follow-up.

11. HubSpot

  • Feature/Setting: Workflow automation for appointment follow-ups.
  • Sample: Trigger reminders via email or SMS action step.

12. Salesforce

  • Feature/Setting: Process Builder or Flow for task notifications.
  • Sample: Set up process to send automated reminders to contacts.

13. ActiveCampaign

  • Feature/Setting: Automated campaign triggers for dates.
  • Sample: Create automation for appointment reminder template dispatch.

14. ClickSend

  • Feature/Setting: SMS and Email API.
  • Sample: Configure SMS/email particulars for scheduled reminder triggers.

15. WhatsApp Business API

  • Feature/Setting: Message Template API.
  • Sample: Use approved template to deliver reminders at custom intervals.

16. Zoho CRM

  • Feature/Setting: Workflow automation for reminders.
  • Sample: Event-based trigger for scheduled appointment notifications.

17. Intercom

  • Feature/Setting: Automated outbound messaging.
  • Sample: Setup rules for sending messages before specific appointments.

18. Calendly

  • Feature/Setting: Event Reminder Emails.
  • Sample: Automatically trigger emails ahead of the booking.

19. AWeber

  • Feature/Setting: Automated email campaign based on tags or segments.
  • Sample: Tag “upcoming appointment” to trigger reminder sequence.

20. OneSignal

  • Feature/Setting: Push Notification API or SMS.
  • Sample: Send last-minute reminders via push/SMS to client devices.

21. MessageBird

  • Feature/Setting: SMS Messaging API for reminders.
  • Sample: Schedule SMS delivery via API at pre-determined intervals.

22. Zendesk

  • Feature/Setting: Automations via Triggers for ticket reminders.
  • Sample: Event-based reminders for open tickets with client appointments.

Benefits

1. Drastically reduces costly missed or late appointments.

2. Strengthens business reputation for professionalism and reliability.

3. Enables scalable, consistent client communication regardless of business size.

4. Ensures full compliance with communication preferences (opt-in/opt-out).

5. Boosts efficiency by eliminating repetitive manual messaging tasks.

6. Creates a tangible record of outreach for dispute resolution and support.

7. Provides flexibility with multiple channels (SMS, email, push notifications) for optimal deliverability.

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