What Can You Do With This Automation?
Keep your schedule full by ensuring patients remember and confirm their appointments.
Multi-Channel Reminders: Email + SMS for maximum reach
Confirmation Requests: Let patients confirm or reschedule easily
Waitlist Management: Fill canceled slots automatically
No-Show Follow-Up: Reach out to missed appointments
Custom Timing: Set reminder intervals that work for your practice
Automation Flow
| Trigger | Actions |
|---|---|
| Appointment scheduled | Add to calendar, send confirmation |
| 7 days before | Send first reminder email |
| 24 hours before | Send SMS reminder with confirm link |
| Appointment confirmed | Update status, prep for visit |
| No response to reminders | Call patient, offer reschedule |
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose this template
Connect Twilio for SMS
Set your reminder schedule
Enable the toggle to activate