Automated rescheduling and cancellation workflows

**1. Purpose**

1 Automate rescheduling and cancellation workflows for dog day care centers to reduce manual intervention.

2 Enables customers to automatedly reschedule or cancel bookings via web, SMS, email, or app.

3 Automates staff notifications, calendar updates, availability sync, and customer confirmations.

4 Prevents double-bookings, no-shows, and human error through automation.

5 Integrates automation with payment, CRM, and feedback systems for seamless operations.

**2. Trigger Conditions**

1 Customer requests reschedule or cancel via online portal, SMS, call, or email.

2 Staff initiates rescheduling or cancellation in the booking system.

3 Payment failure or unresolved customer issue automatedly triggers cancellation.

4 Third-party system (Google Calendar, CRM, etc.) sends an automated update.

5 Pre-set rules (e.g., last-minute no response) auto-initiate cancellation.

**3. Platform Variants**

1 Google Calendar

• Feature/Setting: Event update/cancel API — configure webhook for real-time automated updates.
  

2 Microsoft Outlook

• Feature/Setting: Calendar REST API — automate scheduling changes and send notification emails.
  

3 Calendly

• Feature/Setting: Webhook/Automated Workflows — trigger on reschedule/cancellation to sync other systems.
  

4 Acuity Scheduling

• Feature/Setting: Automated triggers via API or integration — sync cancellations and reschedules automatically.
  

5 Twilio SMS

• Feature/Setting: SMS-to-action automation — configure webhook for SMS-based reschedule/cancellation.
  

6 SendGrid

• Feature/Setting: Transactional Email API — automates confirmation/cancellation/reschedule notifications.
  

7 Slack

• Feature/Setting: Incoming Webhooks or Bot Events — automated notifications to staff channels.
  

8 Mailchimp

• Feature/Setting: Automated email journeys — configure to inform customers of schedule changes.
  

9 Salesforce

• Feature/Setting: Process Builder/Flow automation — automate reschedule/cancellation processes.
  

10 HubSpot

• Feature/Setting: Workflows — automate ticket updates, emails, and CRM record changes.
  

11 Zapier

• Feature/Setting: Multi-step Zaps — sequence automated actions across scheduling, email, and SMS.
  

12 Stripe

• Feature/Setting: Webhook/Post-payment event automation — trigger refunds/cancellations if unpaid.
  

13 PayPal

• Feature/Setting: Instant Payment Notification (IPN) — automate booking reversal on failed payment.
  

14 Zoho CRM

• Feature/Setting: Workflow rules — automate customer record updates upon booking changes.
  

15 Typeform

• Feature/Setting: Automated integrations — trigger workflows on form resubmission for rescheduling.
  

16 Jotform

• Feature/Setting: Webhook/Approval flows — automate acknowledgement on cancel/reschedule.
  

17 Pipedrive

• Feature/Setting: Deal automations — update service pipeline on booking status change.
  

18 Freshdesk

• Feature/Setting: Ticket automations — notify team of changes and automate support actions.
  

19 Google Sheets

• Feature/Setting: Apps Script/Webhooks — automated updating of schedule sheet on change.
  

20 QuickBooks

• Feature/Setting: Automated invoicing/cancellation — trigger refunds or adjustments when bookings are cancelled.
  

**4. Benefits**

1 Reduces manual staff workload via automation.

2 Minimizes scheduling errors and double-bookings by automatedly syncing all systems.

3 Enhances customer satisfaction with instant, automated notifications.

4 Automates data consistency across business tools and platforms.

5 Scales business without linear staff growth through comprehensive automating.

6 Automates compliance with booking, cancellation, and rescheduling policies.