Automation library
Customers · Worked example
Remind customers about bookings.
Help booked customers remember their visit and tell you when plans change.
An illustrative workflow to help you decide where to start. The right setup depends on your software, data and rules.
Try a workflowIllustrative example
The starting point
Remind customers about bookings
You keep the final say
Explore the example, then try an exception to see where a person steps in.
Sample data. Nothing is sent, booked or purchased.
How the workflow works.
- 01
A booking is confirmed in your booking system.
- 02
Its current status is checked before a reminder is due.
- 03
The customer receives the agreed details and a way to change or cancel.
- What you need
- A booking system, correct contact details and agreed reminder and cancellation rules.
- What stays with you
- You decide the timing and wording. Special requests go to a person.
- If something goes wrong
- Cancelled or changed bookings suppress the old reminder. Failed delivery is made visible to the team.
- What to measure
- No-shows, cancellations received in time and reminder delivery failures.
- Where AI helps
- Ordinary reminders use dates and rules. AI is not needed to remember a booking.
- Check your existing software
- Look for reminders in the booking software you already pay for. Check plan and messaging costs.
Start with the job.
Then choose the system.
Check whether the tools you already use can handle this. A connected workflow helps when information, decisions or follow-up get lost between them.
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