This video shows the basic and advanced methods to adjust your appointment reminders.
This article will explain to you how to adjust the confirmation and reminder messages for your booked appointments.
Navigate to automations on the left hand side menu. This will show you your workflows
Open the folder containing the automated messages you wish to update (this may be your Call Booking Workflows folder)
Open the ‘booked’ workflow e.g.: ‘Phone Call Appointment - Booked
Check your trigger at the very top of the workflow. This will show you exactly what happens for people to enter this workflow, so you can be sure you’re updating the correct workflow. E.g. your trigger may be ‘Appointment Status’ and your filters would be ‘in calendar > phone appointments’ and ‘appointment status is > confirmed’. This means, anyone who books a phone call appointment in the calendar selected will enter this particular workflow
Below this trigger, you can see there is an immediate confirmation SMS that will automatically be sent to the lead. If you wish to, you can update this SMS, just be mindful that if your character count goes above 160 characters, you will be charged an additional SMS packet which can add up. You will see custom values inserted in this message which may look like {{user.first_name}}. These are dynamic fields that will be filled in with the appropriate field when the message is sent out. You can add these by clicking on the ‘Custom Values’ dropdown and selecting the value you wish to add. Common custom values you may use in this workflow are ‘contact’ which is the lead’s details, ‘user’ which is the details of the person assigned to make the call and ‘appointment’ where you can add the start date/time of their call
Below this confirmation SMS, you will see a few internal updates like the pipeline stage being updated to phone call booked, internal email, SMS and app notifications (which are notifications that will go to you to let you know you have a appointment booked), removing them from previous workflows that they no longer need to be in now they have booked a call and wait steps which will wait a certain amount of time before the next automated SMS notification is sent to the lead
You then have SMS 1, SMS 2 Hours Out and SMS 2 which you may also wish to update as per step 5
Finally, you have an internal notification that is triggered 10 minutes before the appointment, to remind you that you have an upcoming appointment in 10 minutes.