Appointment / Service Changed

This template can be used for contacting individuals and/or their primary contacts in response to a scheduled appointment date or time being changed. It provides a way to inform clients that their service has been changed, in addition to enabling them to request a call if required.

Setup guide

To apply this template in Pendula, simply select an event flow and set this to trigger when a record is edited. Subsequently set to when a field is edited, specifically the appointment start date or time. This means that upon modifying an appointment's start date or time in your source data, it will send automatically in addition to the criteria specified below:

Appointment Status <selector>equals<selector> 'rostered' (or whatever indicates that the appointment is not yet delivered)
Appointment/Service Type = <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 call request

Pendula flow

Outbound SMS

Suggested Copy:

Hi {{FirstName}},confirming your appointment {{description}} on {{StartDateTime}} with {{WorkerName}} has been CHANGE.If this is an error, reply 'call' and our team will reach out.

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