Purpose
1.2. Automate syncing with calendar systems for seamless scheduling, prevent no-shows via automated reminders, and facilitate customer re-engagement with follow-up automation flows.
Trigger Conditions
2.2. Upcoming appointment within configured time frame (e.g., 24/48 hours ahead) automates reminder.
2.3. Booking cancellation or rescheduling automates corresponding notifications.
2.4. Customer’s status changes (waitlist to confirmed/paid) automates status update alerts.
Platform Variants
• Feature/Setting: Use Programmable SMS API, set automated SMS flows for confirmation/reminder.
• Sample: Configure POST /Messages endpoint, message templating, scheduled send.
3.2. SendGrid
• Feature/Setting: Email API, automating transactional confirmation and reminder emails.
• Sample: Use /mail/send endpoint, dynamic templates, scheduling API.
3.3. Mailgun
• Feature/Setting: Messages API, automate booking messages.
• Sample: HVAC POST to /messages for reminders, tags for tracking deliverability.
3.4. Amazon SES
• Feature/Setting: SMTP/SendEmail API for automated emails at booking and reminders.
• Sample: Configure identity, template email, scheduled triggers with Lambda.
3.5. Slack
• Feature/Setting: Incoming Webhooks; automates staff alerts to booking channel.
• Sample: JSON payload for bookings, custom reminders in #booking-alerts.
3.6. Microsoft Teams
• Feature/Setting: Automated messages via Teams connector/webhook for staff.
• Sample: Configure incoming webhook, scheduled adaptive cards.
3.7. Google Calendar
• Feature/Setting: Events API; automate event creation/invites and pre-event notifications.
• Sample: POST event with reminder field, automated invite for customers.
3.8. Outlook/Office 365 Calendar
• Feature/Setting: Calendar API for automated event, invite, and reminders.
• Sample: Create event via /me/events, configure automatic reminders.
3.9. Zoom
• Feature/Setting: Meetings API; automate scheduling online archery sessions/reminders.
• Sample: POST to /users/me/meetings, send automated calendar invitations.
3.10. WhatsApp Business API
• Feature/Setting: Automated message templates for booking confirmations and reminders.
• Sample: POST /v1/messages with pre-approved automated templates.
3.11. Facebook Messenger
• Feature/Setting: Automated messaging via Send API for booking updates.
• Sample: Configure automated replies/triggers for booking system events.
3.12. HubSpot
• Feature/Setting: Workflow automation, email/SMS sequences for bookings.
• Sample: Booking engagement workflow, automated follow-up task.
3.13. Salesforce
• Feature/Setting: Process Builder/Flow; automates email/text for new appointments.
• Sample: Automated flow when booking object is updated, messaging action.
3.14. Zoho CRM
• Feature/Setting: Workflow rules for auto-confirmation/reminder emails or SMS.
• Sample: Booking module triggers workflow, messaging extension.
3.15. Calendly
• Feature/Setting: Automated calendar invites with reminder emails/txt.
• Sample: Configure event type with automated reminders (email/SMS).
3.16. Acuity Scheduling
• Feature/Setting: Automated e-mails and SMS for booking confirmation and reminder.
• Sample: Enable automated reminders and confirmations in each appointment type.
3.17. Google Sheets
• Feature/Setting: Apps Script automation for confirmation/reminders on new booking entries.
• Sample: Script triggers on form submit for automated notifications via email/SMS APIs.
3.18. Jotform
• Feature/Setting: Automated autoresponder email upon booking, reminder integrations.
• Sample: Create condition-based autoresponder with scheduling.
3.19. Zapier
• Feature/Setting: Automated multi-step workflows for confirmation/reminders via 3rd-party services.
• Sample: Trigger on new booking, automate SMS/email sending step.
3.20. Pabbly Connect
• Feature/Setting: Automated sequential actions for booking confirmations and reminders.
• Sample: Set up trigger-action flow, connect to booking system + email/SMS.
Benefits
4.2. Automatedly improves customer experience with instant, reliable booking feedback.
4.3. Automates reduction of no-shows through timely reminders.
4.4. Automating feedback loops for continuous customer engagement.
4.5. Enables staff to automate schedule management with real-time alerts and updates.
4.6. Easily auditable automated logs and history of all customer communications.