SCHEDULING AND FOLLOW-UP
Every appointment, booking or leadwith a visible status.
Automate reminders and replies without relying on manual messages or losing the ability to step in.
Today's appointments
- 6Messages sent
- 4Confirmed
- 1To a person
What the system did
- 12:3016:00 · Carles T. · Confirmed by the person
- 11:5012:30 · Núria P. · Cancelled and logged
- 11:2116:00 · Carles T. · Reminder sent
Alert
Asks to change the time with a special condition: goes to a person.
Simulation with fictitious data
Who it is for
This fits when the problem repeats.
AN AUTOMATION BUILT TO FIT
From event to record.
Scheduling and follow-up isn't off-the-shelf software: it's one of the automations we build for each business, with its own calendar, channels and rules. Choose how the customer replies, change the rules and watch everything else change.
Reminders that understand the reply, gaps that fill themselves and follow-up after the visit.
01 · What comes in
What does the customer reply?
Your rules
Change a rule and the case runs again.
Rule changed: different decision
Reminder More notice means more time to fill a gap.
If there is no reply Keep nudging automatically or have a person call.
Waiting list If someone cancels, the slot goes to whoever is waiting.
After the visit What the customer receives the next day.
02 · What the system does
- Schedules the reminder
- Sends and waits
- Understands the reply
- Acts on the diary
- Fills the gap
- Records it
- Follow-up
- The system
- -
- By hand (estimate)
- ~5 min
03 · The result
Waiting for a person
SEE IT, DON'T IMAGINE IT
Try it in under 90 seconds.
Pick how the person replies and see, side by side, what they receive and what the team sees. No real data, no message sent.
Soler Cliniconline
Hi Laura, a reminder of your appointment at Soler Clinic on Thursday at 10:00 (check-up). Reply YES to confirm, NO to cancel, or tell us if another time suits you better.
2 · Reply as if you were the customer
Try: “ok”, “I can't”, “afternoon instead?”, “can I bring my son?”
3 · What the team sees
- 09:00Marta G.Confirmed
- 10:00Laura · your customerPending
- 11:30Pau R.Sent
- 17:00Ana L.Needs review
Log
Next action
Wait for the customer's reply.
Simulation in your browser. No message is sent.
Statuses
Not everything is just "sent."
What does the person do?
Usual path
Goes to a person
Stops and is logged
PendingReadySentConfirmedCancelledNo replyNeeds reviewTechnical errorGets the reminder and confirms. The appointment is confirmed without anyone calling.
- Confirms. Gets the reminder and confirms. The appointment is confirmed without anyone calling.
- No reply. Doesn't answer. It moves to no reply and, if nothing changes, to a person with the full context.
- Cancels. Cancels from the message. It is logged and the slot can be offered again.
- Sending fails. The message doesn't go out. It is marked as a technical error and the team sees it: nothing is lost silently.
Scope
The pilot scope.
Included
One core process, one entry source, one main channel, agreed messages, status tracking, logging, pilot review.
Out unless the scope changes: replacing your entire calendar, complex rescheduling, multiple locations, bulk migration, promotional campaigns, additional processes, unlimited support.
We measure before we claim.
- Entries processed214
- Messages sent198
- Replies171
- Confirmations142
- Cancellations19
- Cases with no reply27
- Exceptions9
- Issues2
- Estimated administrative time11 h
At the end of the pilot, we decide based on data.
We review volume, status, replies, exceptions, operating time, issues, actual usefulness.
With this report, the decision would be
- 01Continue
- 02Adjust
- 03Scale
- 04Close