Rescheduling workflows triggered by client requests

Purpose

1.1. Manage and automate rescheduling of client appointments upon receiving change requests, ensuring real-time availability, reduced manual intervention, and enhanced client communication for acupuncturist practices.
1.2. Handle calendar adjustments, client notifications, internal staff updates, and third-party integration for end-to-end scheduling adjustments.

Trigger Conditions

2.1. Incoming client reschedule requests via email, SMS, web form, client portal, or phone.
2.2. Appointment updates from online booking platforms or practice management systems.
2.3. Staff-initiated reschedule actions or admin calendar changes.

Platform Variants

3.1. Google Calendar API
• Feature/Setting: Events.update; configure OAuth authentication, set new event time, send attendee notifications.
3.2. Microsoft Outlook Calendar (Graph API)
• Feature/Setting: PATCH /me/events/{id}; update event time, enable attendee notification flag.
3.3. Acuity Scheduling
• Feature/Setting: Reschedule Appointment endpoint; API key integration, supply appointment ID, new time, trigger email option.
3.4. Calendly
• Feature/Setting: Event Type Rescheduled Webhook; configure webhook URL, capture payload to trigger updates.
3.5. Mindbody
• Feature/Setting: PATCH /appointments; supply new date/time with user token, enable appointment email notification.
3.6. Setmore
• Feature/Setting: PUT /bookingapi/appointments/{id}; pass new slot, select send sms/email parameter.
3.7. Square Appointments
• Feature/Setting: UpdateBooking endpoint; update start_at field, set notifications=true.
3.8. SimplePractice
• Feature/Setting: Appointment update API; modify appointment time, set notify_client=true.
3.9. Jane App
• Feature/Setting: Appointment reschedule POST; supply appointment_id and new date.
3.10. Doodle
• Feature/Setting: Update Meeting API; use access token, supply pollID, push changes, and notify attendees.
3.11. Zoom Meetings
• Feature/Setting: PATCH /meetings/{meetingId}; update schedule, enable send_to_registrants.
3.12. Twilio SMS
• Feature/Setting: POST /Messages; automated SMS alerts for new appointment time with merge variables for personalization.
3.13. SendGrid
• Feature/Setting: Send Mail API v3; compose and trigger reschedule confirmation email using dynamic templates.
3.14. Mailchimp
• Feature/Setting: Automations API; trigger email series based on appointment update tags.
3.15. Slack
• Feature/Setting: chat.postMessage; send staff notification to scheduling channel.
3.16. Microsoft Teams
• Feature/Setting: Create chatMessage; automated update in clinic operations channel.
3.17. Salesforce Health Cloud
• Feature/Setting: PATCH /services/data/vXX.0/sobjects/Event/; update event, trigger workflow notifications.
3.18. HubSpot
• Feature/Setting: Engagements API; update or reschedule meeting object, trigger customized follow-up.
3.19. Zapier Webhooks
• Feature/Setting: Webhooks by Zapier; listen for reschedule trigger, POST or PATCH data to calendar APIs.
3.20. Freshdesk
• Feature/Setting: Tickets API; auto-create, update, or close scheduling-related tickets on change.
3.21. Clio Manage
• Feature/Setting: PUT /activities/{id}; set new scheduled time, enable update notifications.
3.22. PracticePanther
• Feature/Setting: PATCH /events/{eventId}; update event, retrigger confirmation email.

Benefits

4.1. Eliminates manual calendar management for acupuncturists and staff.
4.2. Reduces human errors and double bookings.
4.3. Enhances client satisfaction with immediate reschedule confirmations.
4.4. Ensures all stakeholders—clients, staff, and practitioners—are instantly notified of changes.
4.5. Enables seamless integration with broader clinical workflows and reporting.