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Send Appointment Confirmations

Check email agreements and include a rescheduling link

Use this Agent instantly or customize it - no programming needed

Check and confirm a new appointment
Reads
  • new appointment
    new appointment

    Your new appointment identifies the attendee, assigned scheduler, and booking details to check.

  • appointment email exchange
    appointment email exchange

    Your exchange with the attendee shows the last clear agreement about the appointment.

  • confirmation settings
    confirmation settings

    Your calendar settings define the confirmation email and the time allowed for rescheduling.

Booking inbox and calendar
Booking inbox and calendar

Use your booking inbox and calendar to compare bookings with email threads, send confirmations, and alert your scheduler.

Booking inbox and calendar
Was this appointment already confirmed?YesNo
Skip another email and flag any later change for the scheduler.
Writes
  • scheduler issue
    scheduler issue

    Your assigned scheduler sees the exact gap, later change, or email failure to resolve.

Is there no single, clear email agreement?YesNo
Ask the scheduler to identify the agreed appointment.
Writes
  • scheduler issue
    scheduler issue

    Your assigned scheduler sees the exact gap, later change, or email failure to resolve.

Are needed details missing or different from the booking?YesNo
Show the scheduler both versions and leave the booking New.
Writes
  • scheduler issue
    scheduler issue

    Your assigned scheduler sees the exact gap, later change, or email failure to resolve.

Is the reschedule link unavailable?YesNo
Tell the scheduler the reschedule link is missing.
Writes
  • scheduler issue
    scheduler issue

    Your assigned scheduler sees the exact gap, later change, or email failure to resolve.

Confirm and email the attendee; alert the scheduler if delivery fails.
Writes
  • appointment confirmation email
    appointment confirmation email

    Your attendee receives the checked appointment details and a link to reschedule.

  • scheduler issue
    scheduler issue

    Your assigned scheduler sees the exact gap, later change, or email failure to resolve.

This Agent starts with a new appointment in your chosen calendar. It checks the booking against the final email agreement. It confirms matches to send your email with a rescheduling link, or flags conflicts for your scheduler.

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Gmail
Used as:
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Microsoft Outlook
Used as:
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Zoom
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Microsoft Office 365
Used as:
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Zoho Mail
Used as:
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Made for your industry

Send Appointment Confirmations is made for businesses in these industries.

Made for your role

Send Appointment Confirmations is made for people in these roles.

Made for your department

Send Appointment Confirmations is made for people in these departments.

How Send Appointment Confirmations works

5 steps, in order, on every run.

  1. Find the Email ExchangeUse the attendee on the new booking to find the related email exchange in your booking inbox.
  2. Read the Final AgreementIdentify the latest clear agreement on the appointment date and time. Check its time zone and place.
  3. Compare the BookingCompare the agreed details with the booking. Check whether the appointment was already confirmed.
  4. Confirm a MatchConfirm a matching booking to trigger your chosen email with appointment details and a rescheduling link.
  5. Flag a ConflictLeave an unclear or conflicting booking unconfirmed. Tell the assigned scheduler which email and booking details need a decision.

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.

5 tools
Set your rules
  • Choose the booking calendar and require appointments entered from email agreements to start with New status and the attendee's contact attached.
  • Assign a scheduler to each appointment and keep the related email exchange in that contact's booking inbox.
  • Enable rescheduling and set the allowed correction window for that calendar.
  • Set a single Confirmed-status email template with the appointment date, time, time zone, place, and appointment-specific reschedule link; turn off any earlier automatic confirmation for these bookings.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Send Appointment Confirmations:

Can I choose which appointments this covers?

Yes. You choose the calendar. Bookings from email agreements need New status, an attendee contact, and an assigned scheduler.

Do I need an appointment confirmation email template?

Yes. You set a Confirmed-status email with the appointment details and its rescheduling link. You also choose the correction window and turn off earlier automatic confirmations.

What happens if the email agreement differs from the booking?

Your scheduler gets an internal message showing the difference. The booking stays unconfirmed while they decide what to fix.

Will clients get another email if a booking was already confirmed?

No. The Agent avoids another confirmation and flags later changes for your scheduler to review.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.