A missed appointment costs the visit, the fuel, and the slot you could have sold twice. This automation confirms the window in the channel customers actually read, and turns a no into a rebooking instead of a wasted morning.
What's Included
- Booked confirmation: the window, the technician name, and what to prepare sent the moment the job is scheduled.
- Day-before reminder: a Delay step holds the run until the day before, then sends a second message with a one-tap confirm or reschedule link.
- Reschedule capture: the reschedule link opens a booking form, and a submitted form starts the automation that reopens the slot and offers the next window.
- Arrival notice: an on-the-way message when the technician marks the previous job complete.
- Exception owner: unconfirmed jobs surface to the dispatcher before the truck leaves the yard.
How To Use
- Clone the Appointment Booking System and add your service windows.
- Write the three messages once.
- Set the reminder timing on the Delay step.
- Point the reschedule link at a booking form so declines land back on the open calendar.
- Arrive at doors that are expecting you.
Pair with the booking automations for the calendar side and Dispatch Technician To New Job for the assignment side.