Reminders for upcoming appointments or sessions

Purpose

1.1. Automate reminders for upcoming meditation sessions or appointments, reducing manual follow-up and human error.
1.2. Automating reminders keeps clients engaged, reduces no-shows, and strengthens trust in services.
1.3. The automation centralizes communication, delivering scheduled updates across various platforms including email, SMS, calendar, and apps.
1.4. Enables integration with sign-up forms, booking solutions, and CRM systems for a seamless onboarding & communication workflow in meditation instruction.

Trigger Conditions

2.1. Automatic scheduling of reminder after client books a session via booking app or form.
2.2. Triggered by upcoming appointment detected in calendar (Google Calendar, Outlook, Calendly, etc.).
2.3. Triggered if CRM records next meditation session within a preset timeframe (e.g., 24 hours before).
2.4. Manually triggered for ad-hoc reminders when needed.
2.5. Trigger when payment confirmation received for a session/package.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS sending; Use "Messages" API – configure automated SMS 24 hours and 1 hour before session.
3.2. SendGrid
• Feature/Setting: Automate emails; use "Mail Send" API – set up automation to send templated reminders to client email addresses.
3.3. Google Calendar
• Feature/Setting: Automate event reminders; configure push notifications using "Events.watch" API – set automation for event-based reminders.
3.4. Microsoft Outlook Calendar
• Feature/Setting: Automate calendar reminders; use "Create Event" and "Get Event" APIs – set up automation for standard and custom reminders.
3.5. Slack
• Feature/Setting: Automate direct message or channel reminders; use "Chat.postMessage" – send automated reminders to clients in Slack.
3.6. WhatsApp (via Twilio or 360dialog)
• Feature/Setting: Automate WhatsApp reminder; configure "Send Message" automation via API to notify clients before sessions.
3.7. Facebook Messenger
• Feature/Setting: Automate Messenger reminders; use "Send API" – set up automator to deliver messages to booked clients.
3.8. Calendly
• Feature/Setting: Automate email & SMS reminders; configure event-based automations in Calendly’s “Workflows” or via Webhooks.
3.9. Zoom
• Feature/Setting: Automate session reminders; use "Create Meeting" and "List Meeting" APIs to create and automate emailing links/times.
3.10. Microsoft Teams
• Feature/Setting: Automate meeting reminders; use "Create Event" & notification APIs for scheduled session alerts.
3.11. Mailchimp
• Feature/Setting: Automate reminder email campaigns; use “Automated Emails” – connect booking data to send flows based on appointment dates.
3.12. ActiveCampaign
• Feature/Setting: Automate reminders with “Automations” – trigger based on contact field for appointment date/time.
3.13. HubSpot
• Feature/Setting: Automate workflow reminders; configure "Workflows" to send reminders using email or SMS integrations.
3.14. Salesforce
• Feature/Setting: Automate outbound reminders with Process Builder or Flow Automation, using "Send Email" or connected SMS integrations.
3.15. Shopify
• Feature/Setting: Automate post-purchase reminders; integrate via Flow app for follow-up reminders after session package sales.
3.16. ClickSend
• Feature/Setting: Automate SMS reminders; use "Send SMS" API for automated messages scheduled before appointments.
3.17. Telegram
• Feature/Setting: Automate bot reminders; use Bot API "sendMessage" method for scheduled reminders to clients.
3.18. Zapier
• Feature/Setting: Automate multi-platform reminders; use "Schedule" & "Send" actions to trigger messages across SMS, email, and app notifications.
3.19. Airtable
• Feature/Setting: Automate SMS or email reminders from stored records using built-in automations or Webhooks to trigger notifications.
3.20. Google Sheets
• Feature/Setting: Automate reminders based on session data; use Apps Script to schedule emails or connect with SMS APIs for timed reminders.

Benefits

4.1. Automated reminders reduce no-shows, increasing attendance rate for meditation sessions.
4.2. Automating communication helps scale client onboarding and offloads repetitive manual tasks.
4.3. Ensures consistent, professional contact with clients, automating trust-building.
4.4. Automates delivery of essential session information (location, time, zoom link), streamlining user experience.
4.5. Automation works across multiple channels (SMS, email, messaging apps), meeting clients in their preferred environment.
4.6. Automator can be configured for personalization, automating custom messages per client or group.
4.7. Automation is trackable—confirming timely delivery and client engagement.
4.8. Frees instructor time for teaching & personal interaction, thanks to automated admin.