Booking & local business · 13 steps
Appointment reminders and no-show prevention
When someone books on Calendly, saves them as a contact and asks for confirmation on WhatsApp 24 hours before. Without a reply your team is notified and an SMS reminder goes out 2 hours before; reschedule requests are flagged to you.
Required integrations
Messages it sends
Informational messages
Sends order, shipping, appointment or payment updates; no İYS consent is needed, but the text must not contain offers or promotion.
Budget cap: At most $0.2 per run
What this template does
This Booking & local business template has 13 steps and is copied into your own project in one click; you then change the copy in the editor as you like. Who it's for: local businesses, beauty & wellness, sports & fitness and health.
Accounts you need to connect: Calendly, WhatsApp Business (Cloud API) and Netgsm SMS. The budget cap is $0.2 per run; when the cap is reached, the remaining steps don't run.
When it runs
The workflow starts when New booking happens in your Calendly account. Calendly delivers the event instantly by webhook; the webhook subscription is created automatically when you connect the account. Only events that meet the template's condition start the workflow; you can change the condition in the panel.
How it works
- 01
Calendly · New booking
Integration eventStarts the workflow when “New booking” happens in your Calendly account.
- 02
Create / upsert lead
Creates a lead from incoming data, or updates it if the email or phone already exists, e.g. adding everyone who fills in your web form.
- 03
Set fields
Adds, renames or calculates fields on the items; e.g. to cut a text to 270 characters and add a UTM-tagged link.
- 04
Wait
Pauses the workflow for a while, until a date, or until an approval or reply arrives; e.g. to send a reminder 3 days later.
- 05
Send message
Sends a message to one person on WhatsApp, Telegram, SMS and more, e.g. delivering a chatbot reply or an appointment reminder.
- 06
Wait
Pauses the workflow for a while, until a date, or until an approval or reply arrives; e.g. to send a reminder 3 days later.
- 07
If
Splits items into two paths by a condition: one if true, the other if not; e.g. a different message for leads scoring over 70.
- if yes → Notify team
- if yes → Wait
- if no → If
- 08
Notify team
Sends your project team an in-app notification, email, Slack or Telegram message; e.g. when a hot lead comes in.
- 09
Wait
Pauses the workflow for a while, until a date, or until an approval or reply arrives; e.g. to send a reminder 3 days later.
- 10
If
Splits items into two paths by a condition: one if true, the other if not; e.g. a different message for leads scoring over 70.
- if yes → Notify team
- if no → Update lead
- 11
Send message
Sends a message to one person on WhatsApp, Telegram, SMS and more, e.g. delivering a chatbot reply or an appointment reminder.
- 12
Notify team
Sends your project team an in-app notification, email, Slack or Telegram message; e.g. when a hot lead comes in.
- 13
Update lead
Changes an existing lead's status, score, tags or notes, e.g. marking a lead as Replied once they answer your message.
Setup notes
- Account choices, message template names and consent rules for this template are covered step by step in the setup guide (in Turkish).
How to customise it
- If you want to check things before they go out, add a Request approval node before the step that sends something out.
- Change the per-run budget cap ($0.2) under Settings; with an economy model you can lower the cap too.
- Before activating it, test the workflow with Test run; the run panel shows every step's input and output.
Frequently asked questions
Which booking tools does it work with?
The template is built on Calendly. You can also take booking events from Cal.com and Google Calendar: change the trigger's account and event, then check the field names in the next nodes.
Do these messages need İYS consent?
No. Informational messages such as order, shipping, appointment or payment updates are not commercial messages and need no consent. If you add an offer, a discount code or promotion to the text, it becomes a commercial message and needs İYS consent.
Does the workflow wait for my approval?
This template has no approval step; once activated, the steps run automatically. You can add a Request approval node in the editor wherever you want to check things first.
How much does a run cost?
The template comes with a budget cap of $0.2 per run; when the cap is reached, the remaining steps don't run. The real cost depends on the model you choose and the number of items; you change the cap under Settings.
Can I use the template before connecting the accounts?
Yes. The workflow is still created; the affected node shows a warning during validation, and the warning disappears once you connect the account.
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