Client Management & CommunicationPurpose
1.2 Minimize manual staff effort by automating acknowledgments for online, phone, or walk-in bookings across integrated systems.
1.3 Provide clear details: appointment date, time, location, practitioner, with options to reschedule or clarify queries directly.
1.4 Trigger additional internal actions—updating calendars, preparing reminders, and monitoring no-show rates.
Trigger Conditions
2.2 Client initiates self-service booking or staff registers an appointment.
2.3 Real-time sync for last-minute and recurring appointments.
2.4 Integrates with both individual practitioners’ calendars and group clinics’ management systems.
Platform Variants
3.1 Twilio SMS
• Feature: Programmable Messaging
• Setting: Configure POST to /Messages for instant SMS; e.g., {"to":"+123456789", "body":"Your acupuncture booking is confirmed for 10AM on 12th July."}
3.2 SendGrid
• Feature: Mail Send API
• Setting: POST to /mail/send with client’s email, confirmation template.
3.3 Gmail API
• Feature: Users.messages.send
• Setting: Send automated email using OAuth authenticated sender; customized confirmation in message body.
3.4 Slack
• Feature: chat.postMessage
• Setting: Notify acupuncturists or team channels of client bookings.
3.5 WhatsApp Business API
• Feature: Messages
• Setting: Send POST with appointment template message to WhatsApp number.
3.6 Microsoft Teams
• Feature: Channel Notifications
• Setting: Automated post to scheduling channel on new booking.
3.7 Google Calendar API
• Feature: Events.insert
• Setting: Automatically add confirmed booking as event.
3.8 Outlook Calendar API
• Feature: Create event
• Setting: Insert appointment into practitioner and/or client calendar.
3.9 Zoom API
• Feature: Create Meeting
• Setting: If telehealth session, auto-create link and include in confirmation.
3.10 Calendly
• Feature: Webhooks
• Setting: Trigger webhook on booking for downstream automations.
3.11 Acuity Scheduling
• Feature: API: Appointments
• Setting: Use /appointments endpoint to retrieve and send confirmations.
3.12 HubSpot
• Feature: Workflows
• Setting: Enroll booking into workflow; SEND confirmation email/SMS.
3.13 Salesforce
• Feature: Process Builder
• Setting: On new “Appointment” record, auto-send custom confirmation.
3.14 Mailgun
• Feature: Messages API
• Setting: HTTP POST with confirmation content to Messages endpoint.
3.15 Pipedrive
• Feature: Activities API
• Setting: Auto-create confirmation activity for both client and practitioner.
3.16 Freshdesk
• Feature: Ticket Creation
• Setting: Generate ticket and auto-send confirmation template.
3.17 Zoho CRM
• Feature: Workflow Automation
• Setting: Trigger rule on new “Booking” to dispatch confirmation email/SMS.
3.18 WhatsApp Cloud API
• Feature: /messages endpoint
• Setting: Automated POST with confirmation template to client’s number.
3.19 Telegram Bot API
• Feature: sendMessage
• Setting: Program bot to send booking confirmation in client’s chat.
3.20 Discord Webhook
• Feature: Execute Webhook
• Setting: Post appointment confirmation in private server or DM practitioner.
3.21 Viber Business Messages API
• Feature: send_message
• Setting: Send Viber message immediately after booking.
3.22 Facebook Messenger
• Feature: send API
• Setting: Deliver confirmation directly to client’s Messenger chat.
3.23 Apple iMessage Business Chat
• Feature: Send Message
• Setting: Automated iMessage sent via Business Chat API.
3.24 Intercom
• Feature: Conversations API
• Setting: Start automated conversation for confirmation with client.
Benefits
4.2 Eliminates manual data entry, reducing human error.
4.3 Supports omnichannel communication to meet client preferences.
4.4 Scales seamlessly for individual or multi-practitioner clinics.
4.5 Enables faster response for rescheduling and follow-up queries.
4.6 Frees staff to focus on high-value tasks, optimizing workflow.
4.7 Centralizes booking communication, reduces no-shows.