Automated reminders for upcoming appointments

Purpose

1.1. Ensure all clients receive automated reminders for scheduled appliance repair appointments via their preferred channels (SMS, email, voice, or app notification).
1.2. Reduce missed appointments, save dispatcher time, and improve customer satisfaction.
1.3. Synchronize reminder timing dynamically based on workflow status, technician assignment, and client timezone.
1.4. Track and log all reminder attempts for operational analytics and auditing.
1.5. Enable customization of reminder templates to include dynamic repair/job details and rescheduling instructions.

Trigger Conditions

2.1. Appointment booked, confirmed, or edited in scheduling/CRM platform.
2.2. Time-based trigger (e.g., 24 hours and/or 1 hour pre-appointment).
2.3. Technician schedule changes or last-minute reschedules.
2.4. Customer-initiated changes/cancellations.
2.5. Manual override from dispatch dashboard.

Platform Variants

3.1. Twilio SMS
- Feature: Programmable Messaging API
- Sample: Use `/v1/Messages` for sending appointment reminders using job data.
3.2. SendGrid
- Feature: Mail Send API
- Sample: Configure `/v3/mail/send` to deliver reminder email with dynamic substitution tags.
3.3. Slack
- Feature: Chat PostMessage API
- Sample: Use `chat.postMessage` to alert internal channels on successful/failed reminders.
3.4. Google Calendar
- Feature: Calendar Events API
- Sample: Update events with reminders using `events.patch` to set popup/email notification.
3.5. Outlook365
- Feature: Calendar REST API
- Sample: Set appointment reminders with `"reminderMinutesBeforeStart"` via `PATCH /me/events/{id}`.
3.6. HubSpot
- Feature: Workflows Automation
- Sample: Trigger reminders from appointment objects via workflow automation.
3.7. Salesforce
- Feature: Process Builder/Flows
- Sample: Automation to send reminders when Service Appointment’s custom field updates.
3.8. Pipedrive
- Feature: Activity Scheduler API
- Sample: Use Activity endpoints to set reminder notification for scheduled tasks.
3.9. Mailgun
- Feature: Messages API
- Sample: POST to `/v3/{domain}/messages` to deliver customized reminder emails.
3.10. Zoom
- Feature: Meetings API
- Sample: Update meeting invitation with reminders using `/meetings/{meetingId}`.
3.11. Microsoft Teams
- Feature: Bot Framework
- Sample: Send proactive message via Teams bot with meeting details.
3.12. RingCentral
- Feature: SMS API
- Sample: POST to `/restapi/v1.0/account/~/extension/~/sms` to send SMS reminders.
3.13. Freshdesk
- Feature: Automations
- Sample: Create automation to trigger reminders from ticket status change.
3.14. Zendesk
- Feature: Triggers & Automations
- Sample: Configure trigger to send messages via Zendesk Notify API.
3.15. WhatsApp Business API
- Feature: Message Templates
- Sample: Send templated reminders using `/v1/messages`.
3.16. Facebook Messenger API
- Feature: Send API
- Sample: Use `/me/messages` to send appointment notifications to Messenger users.
3.17. ClickSend
- Feature: SMS API
- Sample: Use `/v3/sms/send` to deliver multi-channel reminders globally.
3.18. ActiveCampaign
- Feature: Automation Recipe
- Sample: Set automation to email/SMS appointment reminders based on deal stage.
3.19. Calendly
- Feature: Webhooks
- Sample: Trigger reminders when events are scheduled or rescheduled.
3.20. monday.com
- Feature: Automations/Integrations
- Sample: Automate notification pulses tied to board item appointment dates.

Benefits

4.1. Diminished no-show rate and operational inefficiencies.
4.2. Staff labor reduction for manual calls/messages.
4.3. Enhanced customer experience with multi-channel proactive communication.
4.4. Comprehensive audit trails for compliance and analytics.
4.5. Platform-agnostic and scalable for growth and channel shifts.