Appointment Reminders
The reminder that halves your no-shows
A message the day before, from the appointment field on the contact, with a button to confirm or reschedule — and the answer updating the record.
- Sent from a date field, so it is never forgotten and never early.
- The confirm button changes the deal stage; the reschedule button opens a chat with the desk.
- The clinic, salon or consultant sees tomorrow's confirmed list in one view.
Hi Anjali, reminder: your consultation with Dr. Mehta is tomorrow at 4pm at the Koramangala clinic. Reply 1 to confirm, 2 to reschedule.
1
Stage moved to "Confirmed". No task was created because nothing needed doing.
The modules that do this
3 modules, in the order they are used
Each one exists in the dashboard today and has its own page with a step-by-step walkthrough and its own price.
- 01
Automations
One rule can tag a chat, open a CRM deal, assign an agent and alert your team. It runs whether or not anyone is watching.
Explore Automations - 02
CRM & Leads
Pipelines, stages, tasks and history — with leads created from WhatsApp conversations instead of typed in again afterwards.
Explore CRM & Leads - 03
Team Inbox
Stop passing a phone around. Every conversation in one place, assigned to a person, with private notes, tags and a clock on how long someone has been waiting.
Explore Team Inbox
How it works
What actually happens, step by step
- 01
The appointment is booked
A deal in the "Bookings" pipeline with a date field.
- 02
The reminder is scheduled
"24 hours before appointment_at → send template" — a delay trigger on the field.
- 03
The customer replies
Confirm updates the stage. Reschedule assigns the chat to the desk.
- 04
The morning list is ready
A saved CRM view: "Confirmed · today", sorted by time.
Questions people ask first
Can I send a second reminder two hours before?
Yes — a second automation with a shorter delay, with a guardrail so it skips anyone who already confirmed.
Related
- IndustriesHealthcare & ClinicsAppointment reminders that go out on time, an after-hours bot for the questions the desk answers all day, and a queue sorted by who has waited longest.
- SolutionsNotifications & RemindersOrder confirmed, out for delivery, appointment tomorrow, payment due — sent automatically from a trigger, with an approved template, and every reply lands in the inbox.
Want to see this running on your own number?
Connect your WhatsApp number in about ten minutes and try the flow above before you pay for anything.