Article: Automate Sending of Appointment Reminders
Yong Wai Ting
Business Problems:
- Business wants to automatically send appointment reminders to leads who have booked meetings with the business’ Sales team "x" number of days before the meeting.
Pain Points:
- Time-Consuming: Sales team members have to continuously draft and send reminders for each appointment, which diverts time from core business activities.
- Lacks Scalability: As lead volume grows, managing reminders manually becomes increasingly challenging and inefficient.
Yong Wai Ting
Stage:
AutomateObjective:
Automate Transactions > Appointment BookingProposed Solution(s):
- Using Make.com.
- Using Zapier:
- On Zapier, configure the Zap as follows: Google Calendar → Trigger→ Event start in Google Calendar → Time before → “X” number of days e.g. 3.
- On respond.io: Action → Check Contact exists → Send a message → Channel: WhatsApp → Message type: Template message