The moment a customer books, this workflow confirms the appointment by text and email, then sends a reminder 24 hours out and another one hour before the appointment.
- Category: Appointments.
- 6 steps run automatically once the trigger fires.
- Join RocketLauncher University, free to join, to get this workflow and the other 29 in one import.
Trigger
A customer books an appointment on your calendar.
Steps
| # | Step | Action type | What it does |
|---|---|---|---|
| Trigger | Customer booked | Customer appointment | A customer books an appointment on your calendar. |
| 1 | Booking confirmation | Sms | Sends a text message: "Booking confirmation." |
| 2 | Confirmation email | Sends an email: "Confirmation email." | |
| 3 | Wait until ~24h before | Wait | Pauses the workflow before continuing: Wait until ~24h before. |
| 4 | 24h reminder | Sms | Sends a text message: "24h reminder." |
| 5 | Wait until ~1h before | Wait | Pauses the workflow before continuing: Wait until ~1h before. |
| 6 | 1h reminder | Sms | Sends a text message: "1h reminder." |
What to set up before you turn it on
- Set booking_link / business_name
- Connect your calendar trigger
How to test it worked
- Trigger the workflow with a test contact of your own, using a real phone number and email you control.
- Watch each step fire in order inside GoHighLevel and confirm the text and email actually arrive.
- Check that any tag, opportunity, or task the workflow creates shows up correctly before you send it to a real lead.
About 15 minutes to import and connect. Difficulty: beginner.
