Daily/weekly schedule summary by email

Purpose

1.1. Automate the generation and dispatch of daily or weekly schedule summaries by email for acupuncture practitioners, consolidating all appointments, cancellations, and updates, to streamline operations, reduce no-shows, support administrative planning, and provide clinical staff with timely insights for enhanced patient management.
1.2. Ensure all scheduling data from diverse booking and practice management tools is aggregated, formatted, and delivered automatically, minimizing manual calendar checks and reducing human error.

Trigger Conditions

2.1. Schedule-based: At a specific time (e.g., 8AM daily, 5PM weekly).
2.2. Booking system update: When a new appointment, cancellation, or change is logged.
2.3. Manual override: Staff-initiated on-demand email.

Platform Variants

3.1. Google Calendar
• Feature/Setting: Use Calendar API ‘Events: list’ to fetch events by date; schedule batch summary via ‘Gmail API: users.messages.send’.
3.2. Microsoft Outlook/365
• Feature/Setting: Use Microsoft Graph ‘List Events’ from primary calendar; send summary with ‘SendMail’ endpoint.
3.3. Calendly
• Feature/Setting: Use ‘GET /scheduled_events’ API to retrieve day/week appointments; send via integrated email notification settings.
3.4. Acuity Scheduling
• Feature/Setting: ‘Appointments API - calendar’ endpoint to pull schedule; email summaries via SMTP or third-party.
3.5. Jane App
• Feature/Setting: Use ‘Appointments’ API for schedule, aggregate data, distribute output through email webhook/outbound notifications.
3.6. Mindbody
• Feature/Setting: Use ‘GET ClassVisits’ and ‘GET AppointmentVisits’ for schedule; distribute summary using email module or SMTP.
3.7. Square Appointments
• Feature/Setting: Use ‘ListBookings’ API; summary dispatch via ‘SendEmail’ API or external mailer.
3.8. Setmore
• Feature/Setting: Use ‘Appointments: GET’ endpoint; automate summary emails using integrated notifications.
3.9. Booksy
• Feature/Setting: Retrieve schedules via ‘GET /bookings’; summary email via internal notification or SMTP relay.
3.10. SimplePractice
• Feature/Setting: ‘Sessions API: List’ to obtain schedule; send email via practice’s outbound email service.
3.11. Zoho Calendar
• Feature/Setting: ‘CalEvents: GET’ events by period; summary via ‘Mail.send’ API.
3.12. iCloud Calendar
• Feature/Setting: CalDAV requests for schedule; forward summary with SMTP or third-party mail services.
3.13. Outlook.com
• Feature/Setting: ‘Outlook Calendar REST’ V2 for event extraction; email via ‘SendMail’ API.
3.14. Slack
• Feature/Setting: Daily/weekly digest via scheduled workflow; optional ‘Send Email’ workflow step.
3.15. Notion Calendar
• Feature/Setting: Extract event database with Notion API; summary sent through Notion’s integration email feature.
3.16. Trello
• Feature/Setting: Use Board ‘Cards’ API with due-date filter; dispatch summary using Trello’s email-to-board or outbound email trigger.
3.17. Airtable
• Feature/Setting: Query base for appointment records; send summary using Airtable Automations email step.
3.18. HubSpot Meetings
• Feature/Setting: Use ‘Engagements API’ to export meetings; automate summary via HubSpot ‘Workflow Email’ action.
3.19. Salesforce Calendar
• Feature/Setting: Use ‘Event’ sObject for scheduled events; summary email via Salesforce ‘Send Email’ action in Flows.
3.20. Zoho CRM
• Feature/Setting: ‘Events’ module API to extract schedule; batch summary mail via Zoho Workflow Rules.
3.21. Mailchimp
• Feature/Setting: Use inbound API for adding summary content; distribute via automated campaign triggered by time or data update.
3.22. SendGrid
• Feature/Setting: Use SMTP API to send template summary emails scheduled by external triggers or internal scheduling.

Benefits

4.1. Reduces administrative burden and ensures practitioners have up-to-date scheduling information.
4.2. Minimizes risk of missed appointments, cancellations, and scheduling errors.
4.3. Frees clinical staff to focus on patient care instead of manual reporting.
4.4. Improves communication flow and preparation for daily or weekly operations.
4.5. Consolidates data from multiple sources, supporting clinic scalability and improved record-keeping.