Pre-session reminders via SMS or email

Purpose

1.1. To automate pre-session communication by sending timely reminders to clients about upcoming health counseling sessions via SMS or email.
1.2. Automate reduction of no-shows, enhance client preparedness, and streamline the workflow for health counselors.
1.3. Ensure clients are engaged, informed, and experience better consistency through automated notification delivery.

Trigger Conditions

2.1. Automated trigger when a session is scheduled, confirmed, or approaching (e.g., 24–48 hours before).
2.2. Automation based on calendar bookings, CRM status changes, or a set time in the client’s onboarding pipeline.
2.3. Rescheduled or cancelled session triggers updated automated reminders.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS API – Automate creation and sending of reminders via programmable SMS.
• Sample: Configure messaging service SID, recipient, scheduling in Twilio console/API.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns or Transactional API – Automate personalized email reminders.
• Sample: Use dynamic templates, configure from address, schedule with SendGrid automation triggers.
3.3. Mailgun
• Feature/Setting: Messages API – Automate bulk or transactional email session reminders.
• Sample: Use scheduled sending and recipient variables.
3.4. Plivo
• Feature/Setting: SMS API – Automate reminders using integration keys and recipient database.
3.5. Nexmo (Vonage)
• Feature/Setting: SMS API – Configure event-based automation for sending reminders.
3.6. Pusher Beams
• Feature/Setting: Notifications API – Automate push notifications as reminders in addition to SMS/email.
3.7. Amazon SES
• Feature/Setting: SendEmail API – Automate beautifully branded reminder emails.
3.8. Microsoft Graph
• Feature/Setting: Automate sending reminders via Outlook email and calendar event updates.
3.9. Google Calendar API
• Feature/Setting: Automated calendar event reminders via email/SMS add-ons.
3.10. Zapier
• Feature/Setting: Zaps for automated multi-channel reminders (SMS, email).
3.11. Slack
• Feature/Setting: Automated DM reminders to clients with Slack accounts.
3.12. ClickSend
• Feature/Setting: SMS/Email API – Automate sending of customizable reminders globally.
3.13. ActiveCampaign
• Feature/Setting: Automate reminder emails or SMS using workflows and automation builder.
3.14. HubSpot
• Feature/Setting: Automated emails based on deal or appointment stage triggers.
3.15. Salesforce
• Feature/Setting: Automate reminders via Process Builder and Messaging/SMS integrations.
3.16. Outlook 365
• Feature/Setting: Automated reminder emails via Flow or scheduled events.
3.17. Aircall
• Feature/Setting: Automate SMS/call reminders through its workflow automator and API.
3.18. Intercom
• Feature/Setting: Automate reminder messages via chat/email with the Series Automation.
3.19. Calendly
• Feature/Setting: Automated reminder email/SMS as part of event scheduling automation.
3.20. WhatsApp Business API
• Feature/Setting: Automate WhatsApp templates for session reminders.

Benefits

4.1. Automated reminders reduce client forgetfulness and boost attendance reliability.
4.2. Automating notification workflow improves staff productivity, saving time on manual outreach.
4.3. Automation ensures reminders are timely and consistent, enhancing client experience and trust.
4.4. Data from automated reminder systems help identify and reduce no-shows for optimized session management.
4.5. Automated approach scales client onboarding without increasing administrative workload.