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Automation Field Guide
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Send Appointment Reminders

Difficulty
Beginner
Setup effort
30–60 minutes (estimate)
Good for
Home service, Real estate, Local service

The problem

No-shows and forgotten appointments waste crew time and drive time.

Who it’s for

Anyone booking estimates, consultations, showings or service visits.

What you’ll need

  • A calendar or booking tool that supports automated reminders

Steps

  1. 01

    Book appointments in a connected calendar

    Reminders only work if bookings live in a system that knows the customer’s phone and email.

  2. 02

    Send a confirmation right away

    Include date, time, address or meeting link, and how to reschedule.

  3. 03

    Remind 24 hours before

    A short text works best: “Reminder: your estimate is tomorrow at 10am. Reply C to confirm or R to reschedule.”

  4. 04

    Remind 1–2 hours before

    Optional for in-home visits, and especially useful when the crew is on the way.

Software that can do this

GoHighLevel

All-in-one CRM

CRM, marketing automation and lead follow-up in one platform.

Best for: Service businesses & agencies

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