Setting an automated appointment reminder

Tips and tricks

An automated appointment reminder should be divided in two separate automations. Since you are setting an automation reminder one day prior to your customers appointements, this means that, you are sending a message on Monday for Tuesdays appointments and so on. So Friday, you need to send a reminder for the Monday and not the next day which sets a three day gap between the reminder and the appointment. 

  1. Appointment reminder Monday-Thursday: 1 day prior
  2. Appointment reminder Friday: 3 days prior
  • Click on the Automations tab on the left side of your screen.
  • Click on New automation, at the top left corner of your screen.

Choose name

  • Choose the name of your automated appointment reminder: Appointment reminder.
  • Click on Before an appointment.
  • Click on Next.

Assign replies

  • Choose the user you want to assign the automation responses to. 
  • Click on Next.

Target customers

Set the rules to target the right audience of customers to receive the appointment reminder. 

  • Select the category of your automation: Appointment.
  • Select the attribute: Date.
  • Select the operator: In. 
  • Enter the value: 1 day. 

Create message

  • Write the message you want to send with your automation. Here are a few examples of appointment reminder messages that you can send to your customers. 
  • You will see a preview of your message and you can send a test to the number you want in order to see how your message and/or image will appear on a mobile phone. 
    • To send a test message to the number you want, Click on the Send test message to... box.
    • Enter a valid cell phone number. 
    • Click on Test now
    • Go to the mobile phone you sent a test message to. 
    • Open your text message inbox and you will see the test message.
    • Click on Next.
  • Set delivery time

    • Set up the date and time you wish your automation to be sent at. Your automation can be sent once per day at the time of your choosing or every time a customer matches the rules for your automation.
    • Click on Create automation
  • Throughout the whole set up, you can go back to each step before saving your automation. 

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