Abandoned booking/follow-up for unpaid appointments

Purpose

1.1. Automate the detection and follow-up for abandoned bookings or unpaid appointments for eyebrow shaping services.
1.2. Reduce missed revenue by automating reminders to clients who have not completed payment.
1.3. Ensure seamless customer experience by automating escalation from reminders to cancellation or rebooking.
1.4. Increase retention rates by automating personalized follow-ups and rebooking incentives.

Trigger Conditions

2.1. Customer initiates a booking but payment is not completed within a preset window.
2.2. Scheduled appointment status remains "unpaid" or "pending" after a specific timeframe.
2.3. Appointment moves to "abandoned" due to inaction after automated reminders.

Platform Variants

3.1. Twilio
• Feature/Setting: Automate SMS sending via Twilio API (Messages.create); configure trigger on booking abandonment.
3.2. SendGrid
• Feature/Setting: Automate transactional email reminders with SendGrid v3 Mail Send API; use dynamic templates for unpaid appointments.
3.3. Stripe
• Feature/Setting: Automate payment status checks with Stripe Events API; trigger automation on "payment_intent.payment_failed".
3.4. Zapier
• Feature/Setting: Use Zap automation to monitor form submissions and automate follow-up actions if payment is not confirmed.
3.5. Google Sheets
• Feature/Setting: Automate logging of appointment statuses; trigger follow-up emails using Google Sheets events and Apps Script.
3.6. Salesforce
• Feature/Setting: Automate lead and appointment follow-up with Process Builder on custom fields for payment status.
3.7. Mailchimp
• Feature/Setting: Automate email reminders based on behavioral triggers and payment tags; use Campaign API for custom sends.
3.8. HubSpot
• Feature/Setting: Automate workflow using HubSpot Workflows API to identify unpaid bookings and send follow-ups.
3.9. ActiveCampaign
• Feature/Setting: Automate follow-up emails and SMS using Automation Builder; triggers on payment status field.
3.10. Calendly
• Feature/Setting: Automate reminders for unconfirmed bookings using Calendly Webhooks and API for appointment detection.
3.11. Acuity Scheduling
• Feature/Setting: Automate client reminders with Acuity's Webhooks; detect unpaid statuses.
3.12. Square
• Feature/Setting: Automate follow-up from Square Appointments API, triggering on unpaid appointment data.
3.13. WhatsApp Business API
• Feature/Setting: Automate WhatsApp messages to clients as reminders for unpaid services using interactive messaging.
3.14. Intercom
• Feature/Setting: Automate message campaigns for abandoned bookings via Intercom Series triggered by payment field logic.
3.15. Shopify
• Feature/Setting: Automate order status monitoring with Shopify Admin API; trigger notifications for unpaid appointments.
3.16. Freshdesk
• Feature/Setting: Automate support ticket creation when appointments remain unpaid to escalate recovery.
3.17. Monday.com
• Feature/Setting: Automate task creation for manual follow-up assigned based on status column in appointment board.
3.18. Pipedrive
• Feature/Setting: Automate deals update and reminder activities based on deal stage for bookings.
3.19. Aircall
• Feature/Setting: Automate call reminders scheduled for unpaid clients with Aircall API scheduling.
3.20. Typeform
• Feature/Setting: Automate reminder workflow based on incomplete booking forms or payment not received.

Benefits

4.1. Automatedly recovers revenue by reducing no-shows and unpaid bookings through proactive reminders.
4.2. Improves operational efficiency by automating routine follow-up, minimizing manual intervention.
4.3. Enhances customer experience via timely, automated communication and rebooking options.
4.4. Automates reporting and analytics for abandoned bookings to optimize sales and marketing efforts.
4.5. Streamlines payment lifecycle by automating escalation from soft reminders to final actions.