Step-by-Step: Setting Up Appointment Notification Automations

What This Automation Does

Step-by-Step Setup

1. Navigate to AI Logic > Agent Automations
2. Click Add New Workflow
3. Select the Appointment Notification template (if available) or build from scratch
4. Add trigger: When appointment is booked
5. Add action: Send SMS notification
6. Enter your phone number in the recipient field
7. Customize the message: 'New appointment: {customer_name} on {date} at {time} for {service}'
8. Use the variable picker to insert dynamic data
9. Name it: 'New Appointment SMS Alert'
10. Save and Enable

Available Variables

• {customer_name} - The customer's name
• {phone} - Customer phone number
• {date} - Appointment date
• {time} - Appointment time
• {service} - Service/offering booked
• {address} - Customer address (if collected)

Frequently Asked Questions