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Send Appointment Confirmations

Email visitors their booking details or flag conflicts

Use this Agent instantly or customize it - no programming needed

Confirm new appointments or flag conflicts
Reads
  • New booking notice
    New booking notice

    Your booking notice identifies the newly scheduled appointment and its type.

  • Booked appointment
    Booked appointment

    Your booked appointment shows its time, time zone, type, and visitor contact details.

  • Intake answers
    Intake answers

    Your visitor's answers include their agreed time and details for the confirmation.

  • Booking review link
  • Confirmation wording
    Confirmation wording

    Your approved wording shapes the visitor's appointment confirmation.

  • Coordinator email address
    Coordinator email address

    Your coordinator receives booking alerts at this address.

Appointment scheduler
Appointment scheduler

Your appointment scheduler starts each booking check and provides the intake answers and review link.

Appointment scheduler
Are required intake answers, visitor email, or review link missing or unusable?YesNo
Email the coordinator the booking ID and missing detail
Writes
  • Booking correction alert
    Booking correction alert

    Your coordinator sees the booking ID and exact missing or conflicting details to fix.

Email service
Email service

Your email service sends the visitor's confirmation or tells your coordinator what needs correction.

Email service
Do the intake's agreed time or contact details conflict with the booking?YesNo
Email the coordinator both values and the booking ID
Writes
  • Booking correction alert
    Booking correction alert

    Your coordinator sees the booking ID and exact missing or conflicting details to fix.

Send the visitor a tailored confirmation with the booked time and review link
Writes
  • Appointment confirmation email
    Appointment confirmation email

    Your visitor sees the booked time and a link to review or correct it.

This Agent starts when a visitor books an appointment. It checks the intake form against the booked time and contact details. It emails the visitor a confirmation or alerts your coordinator to a conflict.

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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

4 steps, in order, on every run.

  1. Read the new bookingOpen the appointment and its intake form. Gather the booked time, visitor contact details, and review link.
  2. Check the booking detailsCompare the agreed time and contact details with the booking. Identify any conflict or missing detail that blocks confirmation.
  3. Prepare the confirmationFill your chosen email wording with the booked time and time zone. Add the review link and relevant intake details.
  4. Send the email or alertEmail the visitor when the details agree. Otherwise, email your coordinator the booking ID and exact issue to resolve.

How to Get Started

Connect your tools

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

26 tools
Set your rules
  • Choose the appointment types to confirm and add required intake questions for the agreed time and any details the visitor should see in the email.
  • Enable client access to the appointment confirmation page and permission to edit intake answers or request a time change.
  • Provide the approved appointment confirmation wording, sender mailbox, and scheduling coordinator's alert address.
  • Turn off the scheduler's own booking confirmation email for these appointment types so the visitor receives one confirmation.
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:

What if the intake form and booked time disagree?

Your coordinator gets an email with both times and the booking ID. The visitor's confirmation waits while your coordinator resolves the conflict.

Can I use my own appointment confirmation email template?

Yes. You provide the wording, choose the appointment types, and set the sender mailbox. The Agent fills in the booking details.

What if the visitor's email or review link is missing?

Your coordinator gets an email naming the missing detail and booking ID. The visitor receives no confirmation from that run.

How do I avoid two booking confirmations?

You can turn off your scheduler's booking confirmation emails for the appointment types you choose. The Agent then sends confirmations through your email.

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.

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