Send appointment SMS and set call status in CRM

Your consultation bookings lack timely confirmation, leaving consultants unprepared and increasing no-shows. It sends an SMS reminder and updates the contact so meetings are confirmed same day.

Overview

When a prospect books a meeting, this flow updates the contact to Call Scheduled and delivers a tailored SMS so your consultant has a confirmed appointment. That reduces no-shows and gives consultants clear meeting context ahead of the scheduled call.