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Confirm Client Appointments

Check booked times and resend missing confirmations

Use this Agent instantly or customize it - no programming needed

Confirm each new appointment booking
Reads
  • Booking form details
    Booking form details

    Your visitor's form gives the chosen time, contact details, and any note to compare with the appointment.

  • Calendar appointment
    Calendar appointment

    Your calendar appointment holds the reserved time, visitor email, and any saved note.

  • Booking settings
    Booking settings

    Your calendar and confirmation settings tell the Agent which booking and email to check.

  • Confirmation history
    Confirmation history

    Your appointment history shows whether the booking confirmation was sent to the visitor.

Appointment booking tool
Appointment booking tool

Your appointment booking tool keeps booked times and client notes for the Agent to check before resending a confirmation.
Does the booking lack a valid visitor email?YesNo
Mark the appointment for the host to correct.
Writes
  • Host review flag
    Host review flag

    Your host sees which appointment needs an email correction before confirmation can be trusted.

Do the appointment time or note differ from the form?YesNo
Leave the appointment for host review.
Does the appointment history show a sent confirmation?YesNo
Finish with the existing confirmation.
Resend the confirmation once; note any sending failure for the host.
Writes
  • Confirmation email
    Confirmation email

    Your visitor gets the appointment time and a way to add it to their calendar when the resend succeeds.

  • Follow-up note
    Follow-up note

    Your host sees this note on the appointment if one resend still fails.

This Agent starts when a visitor books through your appointment form. The Agent checks the reserved time and note, then resends a missing confirmation. You see any booking that needs your review.

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LeadConnector
Used as:
Show all Agents working with LeadConnector
Zoom
Used as:
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Microsoft Office 365
Used as:
Show all Agents working with Microsoft Office 365

Made for your industry

Confirm Client Appointments is made for businesses in these industries.

Made for your role

Confirm Client Appointments is made for people in these roles.

Made for your department

Confirm Client Appointments is made for people in these departments.

How Confirm Client Appointments works

3 steps, in order, on every run.

  1. Check the New BookingOpen the appointment and match its time and visitor email to the booking form. Check any note the visitor added.
  2. Check the ConfirmationReview the appointment's notification history. Resend the confirmation once if the email did not go out.
  3. Flag Bookings for Host ReviewFlag an invalid email or mismatched details for host review. Leave a follow-up note if one resend still fails.

How to Get Started

Connect your tools

Connect the tools you already use, such as LeadConnector, Zoom or Microsoft Office 365.

3 tools
Set your rules
  • Publish an appointment booking page with the host's calendar, appointment length, working hours, time zone, and booking limits.
  • Add an optional note question to the booking form and keep its answer with the appointment details.
  • Enable the booking confirmation email and retain its calendar invitation button or link.
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 Confirm Client Appointments:

What do I need to set up before using this Agent?

You choose the host calendar and appointment length. Set your hours, time zone, and booking limits. Add an optional note field and enable confirmation emails with calendar invitations.

Will visitors receive a calendar invitation?

Your booking confirmation includes a calendar invitation when you keep that option enabled. The Agent checks the send history and tries one resend if needed.

What happens when a booking has incorrect details?

Your host reviews a mismatched time or note before any confirmation resend. If the email is invalid, your host can correct the marked appointment.

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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