Appointment reminders to clients and staff via SMS/email

Purpose

1.1. Automate scheduled reminders for upcoming appointments to increase client/staff attendance, reduce no-shows, and maintain compliance with care service requirements.
1.2. Ensure communication consistency, document reminder delivery, and provide options for rescheduling or confirming directly from the reminder.
1.3. Support personalized notifications via SMS or email, integrating scheduling system calendars with messaging platforms.
1.4. Maintain audit trails for regulatory review and internal reporting.

Trigger Conditions

2.1. New appointment created or updated in service schedule.
2.2. Appointment within a predefined timeframe (e.g., 24 or 48 hours ahead).
2.3. Appointment cancellation or rescheduling event.
2.4. Custom trigger: recurring reminders for ongoing appointments (e.g., daily medication administration).

Platform Variants

3.1. Twilio SMS
• Feature: Programmable Messaging API
• Configuration: Schedule SMS via Twilio, set webhook to run on appointment update/creation.

3.2. SendGrid
• Feature: Email API
• Configuration: Trigger transactional email with appointment data merged from the scheduling system.

3.3. Nexmo (Vonage)
• Feature: SMS Messaging API
• Configuration: Queue SMS reminders using scheduled triggers via HTTP POST to Nexmo.

3.4. Mailgun
• Feature: Messages API
• Configuration: Automatically send templated email on event webhook trigger.

3.5. Plivo
• Feature: Messaging API
• Configuration: Invoke SMS notification on appointment record creation in scheduling DB.

3.6. Microsoft Outlook
• Feature: Calendar API
• Configuration: Use event reminders with add-on to send SMS or email through integration.

3.7. Google Calendar
• Feature: Push Notifications
• Configuration: Detect event and use Apps Script to email/SMS.

3.8. Slack
• Feature: Scheduled Messages API
• Configuration: Direct staff reminders via scheduled bot messages.

3.9. AWS SNS
• Feature: SMS Publish API
• Configuration: Publish SMS reminder upon database event trigger.

3.10. Pusher
• Feature: Notifications API
• Configuration: Trigger push notifications for staff appointment reminders.

3.11. Zapier
• Feature: Scheduler + SMS/Email integration
• Configuration: Automate fetch & send logic with scheduling triggers.

3.12. ActiveCampaign
• Feature: Automated Email Campaigns
• Configuration: Use appointment data to set up automation with time-triggered emails.

3.13. HubSpot
• Feature: Workflows Automation
• Configuration: Sequence triggers on scheduled appointment date.

3.14. Intercom
• Feature: Custom Bots API
• Configuration: Message scheduling logic driven by appointment data insertion.

3.15. Salesforce
• Feature: Process Builder/Flow
• Configuration: Send SMS or email notification on object update event.

3.16. ClickSend
• Feature: SMS/Email API
• Configuration: HTTP request from scheduling app to deliver reminders.

3.17. MessageBird
• Feature: SMS API
• Configuration: Data-driven SMS reminders sent via integration endpoint.

3.18. Mandrill
• Feature: Transactional Email API
• Configuration: Auto-trigger emails on schedule update.

3.19. RingCentral
• Feature: SMS API
• Configuration: Event-driven messaging via RingCentral integration.

3.20. OneSignal
• Feature: Push Notification API
• Configuration: Custom scheduled notification to apps for in-house staff.

3.21. Sendinblue
• Feature: Transactional Messaging API
• Configuration: Trigger instant or scheduled reminder emails.

Benefits

4.1. Maximizes attendance and staff preparedness, reducing revenue leakage and compliance gaps.
4.2. Lowers staff administrative burden through full automation and centralized messaging records.
4.3. Customizable per recipient needs, supporting multi-channel delivery and audit requirements.
4.4. Scales with appointment volume without human scheduling intervention.