Coaches, consultants, and service providers can use this automation to confirm bookings and prep clients the instant an appointment is made.
What's Included
- Instant confirmation: Sends booking details right after a client books.
- Prep packet: Shares what to bring and how to get ready for the session.
- Reminder schedule: Queues reminders at set intervals before the appointment.
- Intake task: Creates a task to collect any forms or info you need.
How To Use
- Open the Automations tab and add a new automation.
- Set a trigger that fires when a new appointment is booked.
- Add actions to send the confirmation and prep packet.
- Set reminder timing and enable the toggle.
Manage your booking pipeline in Taskade apps or browse more calendar automations to deliver a polished client experience.