Lead Management & Appointment SchedulingPurpose
1.2. Configure customized messages for different modalities and appointment types, supporting omnichannel communication (SMS, email, voice, WhatsApp, calendar invites).
1.3. Enable last-minute updates, cancellations, and rescheduling via valid automated response routes, integrating seamlessly with lead management and scheduling workflows.
Trigger Conditions
2.2. Scheduled time approaching: preset intervals (e.g., 48h/24h/1h before).
2.3. Appointment updated, rescheduled, or cancelled by staff or client.
2.4. Lead converts into a booked appointment from CRM.
2.5. Confirmation/response received from client on reminder channel.
Platform Variants
• Feature/Setting: Programmable Messaging API — configure SMS send for reminders with webhook trigger.
• Sample: Set up flow with trigger at T-24h, body: “Reminder: Appointment with [Practitioner] at [Time]. Reply Y to confirm or call [Phone].”
3.2. SendGrid
• Feature/Setting: Mail Send API — schedule transactional emails for confirmations and reminders.
• Sample: Template with dynamic data fields for client name, appointment time, office address.
3.3. Google Calendar
• Feature/Setting: Calendar Events — automate event creation and invite email; set notification popups.
• Sample: API create event, set reminders at T-24h and T-1h.
3.4. Outlook Calendar
• Feature/Setting: Graph API Calendar Events — sync and send calendar invites/reminders.
• Sample: Use API to insert event and schedule notification emails.
3.5. WhatsApp Business API
• Feature/Setting: Send message — message template approval and client opt-in flow for reminders.
• Sample: Send message via API at specified interval before appointment.
3.6. Slack
• Feature/Setting: Incoming Webhook — post appointment reminders in practitioner’s Slack channel.
• Sample: JSON payload with client details and confirmation link.
3.7. Zoom
• Feature/Setting: Meetings API — create meetings, send automated invitation/reminder emails.
• Sample: Schedule meeting with reminders at set intervals.
3.8. Microsoft Teams
• Feature/Setting: Graph API for Meetings — send notifications/reminders for telehealth sessions.
• Sample: Schedule online meeting and trigger notification bot.
3.9. Calendly
• Feature/Setting: Webhooks and Email notifications — send confirmation/reminder via platform.
• Sample: Setup email reminder 24h/1h before slot.
3.10. Acuity Scheduling
• Feature/Setting: Automated Email & SMS reminders — configure timing and message templates.
• Sample: Activate reminders in settings, personalize message per modality.
3.11. HubSpot CRM
• Feature/Setting: Workflow Automation — trigger email/SMS reminders based on appointment date.
• Sample: Workflow enrolls contact on appointment booked.
3.12. Salesforce
• Feature/Setting: Flow Builder + Messaging — automate SMS/email reminders and confirmations.
• Sample: Event triggers flow for contact, sends reminder via selected channel.
3.13. Zoho CRM
• Feature/Setting: Workflow Rules — send alerts/field updates for reminders and confirmations.
• Sample: Rule triggers alert on new appointment.
3.14. Mailchimp
• Feature/Setting: Automation Campaigns — schedule emails based on appointment segment.
• Sample: Automated email sends at intervals prior to appointment.
3.15. Pabbly Connect
• Feature/Setting: Scheduler + Messaging Apps — push reminders to multiple channels.
• Sample: Configure time-based triggers for all bookings.
3.16. Shopify
• Feature/Setting: App integration — for clinics selling online sessions, automate reminders via app/webhook.
• Sample: Automated message post-purchase with session details.
3.17. ActiveCampaign
• Feature/Setting: Automation Workflow — trigger personalized emails/SMS based on lead appointment tags.
• Sample: Conditional automations for different client types.
3.18. Aircall
• Feature/Setting: Call Scheduler — automate outbound call reminders at defined intervals.
• Sample: Call queue for appointment confirmation/cancellation calls.
3.19. Google Sheets
• Feature/Setting: Apps Script automation — scan for new appointments, trigger reminders.
• Sample: Script runs hourly to check for events and send reminders.
3.20. Intercom
• Feature/Setting: Series Automation — push messages to clients or staff before appointments.
• Sample: Custom campaign with reminder logic based on time.
Benefits
4.2. Improves operational efficiency and client satisfaction through personalized automation.
4.3. Frees practitioner and admin time from manual outreach, focusing effort on care delivery.
4.4. Allows instant client response handling (confirmation, rescheduling, canceling).
4.5. Scales lead management, supporting growth across diverse alternative medicine modalities.