Workflow · Bookings

Appointment booked → message N minutes before or after

Sends the customer a WhatsApp or SMS at a set time around the appointment — before it as a reminder, after it as a follow-up. Cancelling the booking stops the wait.

3 steps · 3 apps
How it looks in the workflow editor
  1. Trigger
    A slot was reservedAppointments
  2. 1Flow
    Wait until the set timeWorkflow
  3. 2Action
    Send a message to the customerNotifications
  4. DoneLogged in the run history

How it works

3 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.

  1. 1

    Trigger · Appointments

    A slot was reserved

    The flow starts the moment this happens in Appointments — nobody needs to press a button.

  2. 2

    Flow · Workflow

    Wait until the set time

    The flow waits until the set moment — for example, the hour before the appointment.

  3. 3

    Action · Notifications

    Send a message to the customer

    The customer gets a message by WhatsApp. You write the text when you set it up.

Apps it uses

  • Appointments
  • Workflow
  • Notifications

To run it

  • Modules switched on: Appointments, Notifications
  • Picking it in Era and looking it over once

Business setups that include this workflow

Similar templates

Start with Appointment booked → message N minutes before or after

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era