Appointment Reminders

Why Send Appointment Reminders?

Sending appointment reminders:

• Helps reduce no-shows.
• Keeps clients prepared for their visit.
• Saves you time by automating the process.

Automation will send the reminder for you. No need to do it manually!

Where to Set Up Your Appointment Reminder

1. Log into your dashboard.
2. Click “Automation” from the left-hand menu.
3. Click “+ Create Workflow“.

How to Create Your Appointment Reminder Automation

1. Choose “Start From Scratch“.
2. Give your workflow a simple name, like “Appointment Reminder“.
3. Press “Save“.

Step-by-Step: Create the Automation

1. Add a Trigger:

• • Click “Add Trigger“.
  • Choose “Appointment Status“.
  • Set it to trigger before the appointment happens.
    • (You can set the trigger to happen 1 hour before or 1 day before the appointment, depending on what works best for you.)

2. Add the Reminder Message:

• • Click “Add Action“.
  • Choose “Send SMS” or “Send Email“.
  • Write your reminder message.

• • • Example SMS:
               “Hi [First Name], just a reminder about your appointment with us at [Appointment Time] today! See you soon!”

3. Additional Reminders (Optional):

• • You can add a second reminder if you want to send it a day before the appointment as well.
    Just repeat the above steps with a 1-day before trigger, and update the message to say something like:

• • • Example:
      “Hi [First Name], this is a friendly reminder that your appointment with us is tomorrow at [Appointment Time]. See you soon!”
      

4. Save and Publish!

• • Once you’re happy with everything, click Save and then Publish your workflow.

Quick Tips

• • Test it out by setting up a test appointment and checking that the reminders send correctly.
  • Personalise the message with the client’s first name and appointment time.
  • Keep the reminder short and clear.
  • If you have a location or special instructions, include them in the reminder (e.g. parking info, what to bring).