Creating reminder emails when someone books an appointment
In this video, we'll walk you through how to create automated reminder emails when someone books an appointment with you. You can technically send an automated confirmation email right from the calendar section - but doing it via automations will allow you to set better reminders and have branded emails being sent to your leads/clients.
How to Set Up Automated Appointment Reminder Emails: A Step-by-Step Guide
Steps:
Make sure you have a calendar set up for appointments.
Go to the Automation section in your Funnel Breezy dashboard.
Create a new automation triggered by "an appointment was booked."
Select the specific appointment type this automation is for.
(Optional) Send a notification to your team about a new booking.
Create a confirmation email template with personalized greetings and appointment details.
You can pull in custom values like client name and appointment details using merge tags.
Set up reminder emails:
Create an email template for a reminder 24 hours before the appointment.
Create another email template for a reminder 1 hour (or your preferred time) before the appointment.
In the automation settings, ensure your custom values are filled in correctly. These are used to populate the reminder emails.
(Optional) Organize your email templates in folders for better management.
Test the automation by booking a test appointment with yourself.
Make sure you receive all the emails and the appointment details are correct.
Publish the automation to make it active.
Additional Notes:
You can add SMS reminders if you have a phone number purchased and enabled in your account.
You can duplicate the automation for different appointment types with adjustments to email templates and triggers.
Benefits:
Automated reminders help ensure clients show up for appointments.
Free up your time by not having to manually send reminder emails.
Increase client satisfaction with improved communication.