Workflow · Bookings
Visit completed → thank-you and review request the next day
The morning after a completed appointment the customer gets a thank-you with a link to leave a review.
3 steps · 3 apps- TriggerThe appointment took placeAppointments
- 1FlowWait until the set timeWorkflow
- 2ActionSend a message to the customerNotifications
- 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 until the set time
The flow waits until the set moment — for example, the hour before the appointment.
- 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 Visit completed → thank-you and review request the next day
Runs on your own Claude or ChatGPT subscription, or your API key.