STAFFEDAGENTS Workflow · W4 · appointment-reminder

Plain-English Workflow Explainer

appointment-reminder

How booked appointments receive confirmations and timely reminders.

1What it is

When someone books on the connected calendar, appointment-reminder sends an immediate text and email confirmation, then sends reminders tied to the appointment time, including the day before and about an hour before.

2Why it exists

People forget, lose the original confirmation, or need an easy way to change plans. A clear reminder makes the time and next step easy to find before the appointment begins.

3What you'll see happen

You will see the confirmation and reminders in the contact's conversation history. If the appointment is cancelled or rescheduled, the old reminder path ends; a new booking starts a fresh one.

4What you do

Nothing for the reminders. Keep the appointment as scheduled and respond if the contact asks to make a change.

Bottom line: The system remembers the appointment details so both sides can focus on showing up.