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    Workflow Recipe5 Steps

    Appointment Reminder Sequence

    Author
    Muhammad Daud Khan
    Systems Architect • Updated recently

    Appointment Reminder Sequence

    Trigger: Appointment Scheduled

    Automated reminders reduce no-shows by 25-40%. Multi-touchpoint sequence to maximize attendance.

    Automated reminders reduce no-shows by 25-40%. This multi-touchpoint sequence maximises attendance.

    How it works

    1

    Triggers when an appointment is scheduled.

    2

    Immediately: Send confirmation email with appointment details, directions, and prep instructions.

    3

    24 hours before: Send SMS reminder: "Hi [First Name], just a reminder about your appointment tomorrow at [Time]. Reply YES to confirm or call us to reschedule."

    4

    If no reply in 4 hours: Send follow-up SMS.

    5

    2 hours before: Send final SMS with directions and any last-minute instructions.

    6

    If reply contains "reschedule" or "cancel": Trigger a branch that opens the calendar for rescheduling.

    Tags:CalendarsReminders