Workflow · Bookings
Visit completed → “time for your next visit” after 4 weeks
Four weeks after a completed appointment the customer is nudged to book again.
3 steps · 5 apps- TriggerThe appointment took placeAppointments
- 1FlowWait a whileWorkflow
- 2ActionMessage the customer on WhatsAppWhatsAppWhatsAppSMSEmail
- 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
Trigger · Appointments
The appointment took place
The flow starts the moment this happens in Appointments — nobody needs to press a button.
- 2
Flow · Workflow
Wait a while
The flow waits for the set time, then carries on.
- 3
Action · WhatsApp
Message the customer on WhatsApp
The customer gets a message by WhatsApp, SMS or Email — whichever reaches them first. You write the text when you set it up.
Apps it uses
- Appointments
- Workflow
- WhatsApp
- SMS
- Email
To run it
- Modules switched on: Appointments, Notifications
- A connected channel for the message: WhatsApp, SMS, Email
- Picking it in Era and looking it over once
Similar templates
Start with Visit completed → “time for your next visit” after 4 weeks
Runs on your own Claude or ChatGPT subscription, or your API key.