Late Check-in / out alerts

This template can be used for alerting staff who have failed to check-in/out of a scheduled appointment via their field service mobile application in a timely manner. To enable this template you will also need a process that can periodically check & assess which appointment records are not checked into/out-of within the desired threshold. For more information on how to enable this, reach out to the Pendula Customer Success team here.

Setup guide

To apply this template in Pendula, simply select an event flow and set this to trigger when a record is edited. This means that the moment an appointment is deemed as a late check-in/out of in your source data it will send automatically, in addition to the criteria specified below:

Late check-in or out <selector>equals<selector> TRUE (see above)

What's the difference?

Broadcast

Provide check-in alert

Conversation

Provide check-in alert

Pendula flow

Outbound SMS

Suggested Copy:

Hi {{FirstName}}, Just letting you know that your appointment {{AppointmentID}} has not been checked into/out-of yet. Please do this asap, as to not raise an escalation alert to the scheduling manager.