Appointment Confirmation

This template can be used for contacting individuals and/or their primary contacts upon scheduling an appointment or service booking. It provides a way to inform clients that a service has been scheduled on their behalf, in addition to confirming the details with them.

Setup guide

To apply this template in Pendula, select an event flow and set this to trigger when a record is created. This means that the moment an appointment is input and saved into your source data, it will send automatically based on the criteria specified below:

Appointment Status <selector>equals<selector> 'rostered' (or whatever indicates that the appointment is not yet delivered)
Appointment/Service Type <selector>equals<selector> <description> (if you would like to segment in/out certain types of services from receiving reminders)
Additionally, you'll need to ensure you have a placeholder field for capturing data upon a call request

What's the difference?

Broadcast

Inform client

Conversation

Inform client
Enable a call request
Confirm a call request

Pendula flow

Outbound SMS

Suggested Copy:

Hi {{FirstName}},This is confirmation that your upcoming appointment ({{Description}}) has been scheduled for {{StartDateTime}} with {{WorkerName}} at {{Location}}.If any of this information is incorrect or you need to reschedule, please reply with CALL and we'll have one of our friendly team reach out.

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