Automate Consult Reminders with Calendly, Twilio & SMTP

Streamline Your Consultation Reminders with Calendly, Twilio & SMTP

Automate your consultation reminders effortlessly with this powerful n8n workflow. Seamlessly integrate Calendly for appointment scheduling, Twilio for SMS notifications, and SMTP for email confirmations and nudges. Ensure timely communication and enhance client engagement with strategically timed messages.

What this workflow does

• Webhook Trigger: The workflow kicks off when it receives a booking event from Calendly or another scheduling tool via a webhook endpoint.
• Payload Normalization: It parses the incoming data to extract contact and appointment details, while handling cancellations or incomplete bookings appropriately.
• Message Scheduling: Creates and schedules confirmations, 24-hour reminders, 1-hour reminders, and post-start reschedule nudges using n8n variables.
• Compliance Approval: Verification of SMS messages is executed through the Bar-Compliance Guardrail workflow to ensure compliance before sending through Twilio.
• SMS and Email Dispatch: Approved SMS reminders are sent via Twilio and matching emails via SMTP, including a strategic reschedule nudge 15 minutes past the scheduled start time.

Use cases

• SaaS Businesses: Enhance customer experience by providing timely consultation reminders and follow-ups with automated SMS and email notifications.
• Healthcare Providers: Reduce no-shows and improve appointment adherence by sending patients well-timed reminders for their consultations.
• Consulting Firms: Streamline client communication by automating reminder and confirmation processes for scheduled meetings.

Technical details

• Supported Tools: Calendly, Twilio, SMTP
• Nodes Used: Webhook, Twilio, SMTP, If, Code, No Op, Wait
• Setup Requirements: Requires Twilio credentials (Account SID/Auth Token) and SMTP email account setup in n8n workflow.

Maximize efficiency and client satisfaction with this comprehensive appointment reminder automation using the n8n platform. Leverage the robust capabilities of Calendly, Twilio, and SMTP to automate communication and rescheduling processes effortlessly.