Add reminder contacts for scheduled or dispatched visits
Add reminder contacts for scheduled or dispatched visits
Your appointment status changes don't create reminder contacts, leaving customers unprompted and confirmations delayed. Add them to a reminders table to enable timely SMS or calls same day.
Overview
When appointment statuses change to scheduled or dispatched, you need contact details ready for outreach. This flow captures those contacts into a reminders table and flags same-day outreach so owners and coordinators can confirm bookings before the appointment.