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Cancellation processing and customer notification

Purpose

1. Automate the full cycle of reservation cancellation processing and customer notification to ensure efficient, error-free, and timely communication.

2. Eliminate manual intervention in cancellation workflows, automate status updates, and automate customer alerts across multiple channels for raclette restaurants.

3. Maintain real-time records in reservation systems and automate analytics logging for ongoing process optimization.


Trigger Conditions

1. Customer cancels via website or mobile app.

2. Staff manually marks reservation as canceled in POS or management software.

3. Automated timeout or non-response triggers cancellation (e.g., customer fails to confirm).

4. Cancellations received via third-party platforms (OpenTable, Google, etc.).


Platform Variants

1. Twilio SMS

  • Feature/Setting: SMS Send API — configure triggers on reservation cancel event, set message templates, automate SMS to customer's phone.

2. SendGrid

  • Feature/Setting: Transactional Email API — connect to cancellation trigger, set up automated email templates and delivery.

3. Slack

  • Feature/Setting: Incoming Webhooks — automate notifications to staff channels upon a customer cancellation event.

4. Microsoft Teams

  • Feature/Setting: Incoming Webhook API — automate real-time messages to management channel for reservation updates.

5. Zapier

  • Feature/Setting: Automation Workflow — set up Zaps listening to new cancellations, automating notifications/updates.

6. Google Sheets

  • Feature/Setting: Sheets API — automate appending cancelled reservation data; use triggers for audit or reporting.

7. Salesforce

  • Feature/Setting: Process Builder — automate cancellation status updates and automated customer contact flows.

8. HubSpot

  • Feature/Setting: Workflows — automate email/SMS follow-up when reservation status switches to canceled.

9. Mailgun

  • Feature/Setting: Messages API — automate personalized email notifications to customers post-cancellation.

10. WhatsApp Business API

  • Feature/Setting: Automated Message Endpoint — send real-time automated cancellation alerts to customers.

11. Facebook Messenger API

  • Feature/Setting: Send API — automate chat notifications to customers confirming cancellation.

12. Telegram Bot API

  • Feature/Setting: SendMessage — automate direct messaging alerts to customers and staff for cancellation.

13. Google Calendar

  • Feature/Setting: Calendar API — automated event status update or deletion when cancellation triggers.

14. Outlook Calendar

  • Feature/Setting: Calendar REST API — automate removing or cancelling events tied to the booking.

15. Shopify

  • Feature/Setting: Admin API — if reservations use Shopify, automate order status update and customer notification.

16. Square POS

  • Feature/Setting: Booking API — automate cancellation of in-system reservations and automated notifications.

17. OpenTable

  • Feature/Setting: API/Integration — automate reservation status sync and cancellation messages to customer.

18. Zendesk

  • Feature/Setting: Triggers — automate creating a ticket for each cancellation, automate follow-up workflow.

19. Jira

  • Feature/Setting: Webhooks — automate ticket creation and incident tracking for management of cancellation issues.

20. ActiveCampaign

  • Feature/Setting: Automations — automate email/SMS drip to re-engage customers post-cancellation.

21. DocuSign

  • Feature/Setting: Envelope Status Webhooks — automate processing of cancellation documentation, if required.

Benefits

1. Automates all repetitive cancellation and communication tasks, saving staff time and reducing risk of missed steps.

2. Improves customer experience with instant automated notifications via preferred channels.

3. Automated data entry and reporting enables real-time insights and continual process automation improvement.

4. Enhances operational efficiency with automation by removing bottlenecks and automating hand-offs between systems.

5. Provides a scalable, automatable, and standardised approach for all raclette restaurant reservation management needs.

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