HomeAutomated scheduling for counseling appointmentsPastoral Care & OutreachAutomated scheduling for counseling appointments

Automated scheduling for counseling appointments

**Purpose**

1.1. Facilitate automated scheduling of counseling appointments for parishioners seeking pastoral care, ensuring confidentiality, efficient time slot allocation, appointment reminders, follow-up outreach, integration with clergy calendars, and accessibility via multiple channels (web, SMS, email, phone), reducing administrative workload and missed appointments.

**Trigger Conditions**

2.1. Parishioner submits an appointment request via church website, form, app, SMS, or phone call.
2.2. Pastoral care calendar has open slot matching parishioner’s preferred time.
2.3. Request for reschedule/cancellation is received through any supported channel.
2.4. Recurring events or outreach follow-up schedules are due.

**Platform Variants**


3.1. Google Calendar API
- Feature/Setting: Calendar event insert; configure to auto-create events with dynamic slots based on clergy availability.

3.2. Microsoft Outlook Graph API
- Feature/Setting: /calendar/events endpoint, triggers event creation for appointment slot on clergy’s calendar.

3.3. Twilio Programmable SMS
- Feature/Setting: Incoming SMS webhook, auto-parse requests, reply with available times, book slot, and send confirmations.

3.4. Zoom Meetings API
- Feature/Setting: POST /users/{userId}/meetings, auto-create secure video meeting on booking confirmation.

3.5. Calendly API
- Feature/Setting: Event Type scheduling endpoint; creates personalized scheduling links for parishioner appointments.

3.6. SendGrid
- Feature/Setting: Mail Send API; sends appointment confirmations, reminders, and follow-ups via email.

3.7. Slack Incoming Webhooks
- Feature/Setting: Notification posting; announces new appointments or cancellations in private clergy channels.

3.8. Microsoft Teams Graph API
- Feature/Setting: Schedule meeting via API; insert into Teams calendar and send invite.

3.9. Acuity Scheduling API
- Feature/Setting: Appointments endpoint to create, reschedule, and manage parishioner bookings.

3.10. Salesforce Service Cloud
- Feature/Setting: Case creation API; logs each appointment as a case for tracking pastoral outreach.

3.11. HubSpot Meetings API
- Feature/Setting: Book a Meeting endpoint; integrates with clergy’s personal meeting calendar.

3.12. Freshdesk API
- Feature/Setting: Ticket auto-generation for each new or rescheduled counseling request.

3.13. Jotform
- Feature/Setting: Web Form submission triggers webhook, automates intake data mapping to scheduling system.

3.14. Mailgun
- Feature/Setting: API for transactional appointment-related emails and reminders.

3.15. WhatsApp Business Cloud API
- Feature/Setting: Messages API to send, confirm, or update appointment details directly to parishioner.

3.16. Formstack Forms API
- Feature/Setting: Intake form submission triggers offer for available time slots.

3.17. Zapier Webhooks
- Feature/Setting: Multi-channel trigger routing, connects web forms to calendar and messaging APIs.

3.18. Stripe API
- Feature/Setting: PaymentIntent, configuration for processing sliding-scale appointment fees or donations.

3.19. Airtable API
- Feature/Setting: Appointment records storage and automated update triggers for appointment pipeline.

3.20. Typeform Webhooks
- Feature/Setting: Customized intake and counseling request form submission to scheduling workflow.

3.21. Docusign API
- Feature/Setting: eSignature requests for consent or intake forms as part of appointment workflow.

3.22. Office 365 Bookings API
- Feature/Setting: Automated booking of clergy time slots with configurable buffer time.

**Benefits**

4.1. Eliminates manual scheduling, reducing administrative errors.
4.2. Ensures no double-booking and up-to-date availability.
4.3. Increases accessibility via multiple platforms, fostering inclusivity.
4.4. Integrates reminders to minimize no-shows and use clergy resources efficiently.
4.5. Supports secure, confidential handling of sensitive pastoral care information.
4.6. Enables analytics for pastoral care outreach and impact assessment.
4.7. Streamlines rescheduling/cancellation without staff intervention.
4.8. Supports compliance with safeguarding and consent requirements.

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