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First name

Last name

Mobile

Company email

Company name

By providing your information, you confirm that you agree to the storing and processing of your personal information by Pendula as described in the Privacy Collection Statement.
thank you.

Your submission has been received!

Something went wrong while submitting the form.
Please try again!

Try it now

First name

Last name

Mobile

Company email

Company name

By providing your information, you confirm that you agree to the storing and processing of your personal information by Pendula as described in the Privacy Collection Statement.
thank you.

Your submission has been received!

Something went wrong while submitting the form.
Please try again!

Appointment / Service Reminder

This template can be used for contacting individuals and/or their primary contacts in advance of a service being delivered. It provides both a way to remind an individual of an upcoming service in a timely manner, in addition to capturing their confirmation and intention by way of reply.

Setup guide

To apply this template in Pendula, simply select a scheduled flow and set this to run on a daily basis. We generally recommend a time between 9am-12pm. This means that each day, it will only pick up the relevant appointment/service bookings based on the criteria specified below:

  • To ensure the communication goes out in advance of the appointment date, set the appointment date to <selector>equals<selector> tomorrow, or the day after. Set this using date formulas such as <selector>TODAY()+DAYS(1)<selector> OR <selector>TODAY()+DAYS(2)<selector> For more information on Date Formulas, please see this article in the Pendula Help centre.
  • Appointment Status <selector>does not equal<selector> 'cancelled' (if this information is available)
  • Appointment/Service Type <selector>equals<selector> <description> (if you would like to segment out certain types of services from receiving reminders)

What's the difference?

Broadcast
  • Inform client
Conversation
  • Inform client
  • Capture intent by enabling responses
  • Confirm intent
  • Provide option to reschedule upon cancel

Pendula flow

Outbound SMS

Suggested Copy:

Hi {{FirstName}}, This is a reminder for your upcoming appointment ({{Description}}) on {{StartDateTime}}. Please confirm your session by replying CONFIRM. Alternatively, should you wish to cancel please respond CANCEL.

Inbound reply

Suggested Keywords:

Confirm; Confirmed; Yes; Y; Yep; Sure

Field update

Field = Client Confirmation

Operator = equals

Value = Confirmed

Outbound SMS

Suggested Copy:

Thanks for confirming your attendance {{FirstName}}, we're looking forward to seeing you there

Outbound SMS

Suggested Copy:

Hi {{FirstName}}, This is a reminder for your upcoming appointment ({{Description}}) on {{StartDateTime}}. Please confirm your session by replying CONFIRM. Alternatively, should you wish to cancel please respond CANCEL.

Inbound reply

Suggested Keywords:

Cancel; Cancelled; No; N; Can't make it; Reschedule

Field update

Field = Client Confirmation

Operator = equals

Value = Cancelled

Outbound SMS

Suggested Copy:

Thanks for letting us know {{FirstName}}, we'll be in touch shortly to reschedule. Alternatively, feel free to reach us on 9123 4567