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Send Appointment Confirmations
Email clients after staff approve bookings and flag missing addresses
Use this Agent instantly or customize it - no programming needed
- Appointment change noticeAppointment change notice
The notice identifies the appointment your staff just changed.
- Booking requestBooking request
Your booking request shows staff approval, client details, and the agreed visit time.
- Confirmation settingsConfirmation settings
Your settings choose the confirmed type and email template. They also allow client edits and provide the address label.
Your booking calendar reports appointment changes and holds the confirmation, client email, and address flag.
- Staff follow-up noteStaff follow-up note
Your staff see a private note explaining missing details or a failed confirmation email.
- Missing address labelMissing address label
Your staff see the private Missing address label on visits that still need an address.
- Confirmed appointmentConfirmed appointment
Your approved booking appears under its confirmed appointment type, keeping the agreed details.
- Appointment confirmation emailAppointment confirmation email
Your client receives their appointment details and a link to review or correct them.
- Staff follow-up noteStaff follow-up note
Your staff see a private note explaining missing details or a failed confirmation email.
This Agent starts when staff approve a booking request. It checks the booking details and flags a missing visit address. It confirms the appointment and emails the client a link to review it.
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ZoomUsed as:
- Booking calendar
Zoom reports appointment changes and holds the confirmation, client email, and address flag.
Microsoft Office 365Used as:
- Booking calendar
Microsoft Office 365 reports appointment changes and holds the confirmation, client email, and address flag.
Made for your industry
Send Appointment Confirmations is made for businesses in these industries.
- Construction
Confirm approved site visits and flag missing job addresses.
Show all Agents for the Construction industry - Property Management
Confirm approved property visits and flag missing visit addresses.
Show all Agents for the Property Management industry - Home Services
Confirm approved home visits and flag addresses crews still need.
Show all Agents for the Home Services industry - Commercial Cleaning
Confirm approved cleaning visits and flag missing site addresses.
Show all Agents for the Commercial Cleaning industry - Photography
Confirm approved photo sessions and flag missing shoot addresses.
Show all Agents for the Photography industry
Made for your role
Send Appointment Confirmations is made for people in these roles.
- Scheduling Coordinator
Confirm approved bookings and flag missing visit addresses.
Show all Agents for the Scheduling Coordinator role - Operations Coordinator
Show confirmed visits on the calendar and flag missing addresses.
Show all Agents for the Operations Coordinator role - Receptionist
Email clients their approved appointments with a link to check details.
Show all Agents for the Receptionist role - Property Manager
Confirm approved property visits and flag missing addresses.
Show all Agents for the Property Manager role - Office Manager
Send confirmations for approved visits and surface address gaps.
Show all Agents for the Office Manager role - Photographer
Confirm approved location shoots with clients by email.
Show all Agents for the Photographer role
Made for your department
Send Appointment Confirmations is made for people in these departments.
- Client Services
Send clients confirmations for visits staff approve.
Show all Agents for the Client Services department - Operations
Keep approved site visits confirmed and address gaps visible.
Show all Agents for the Operations department - Scheduling
Confirm approved bookings and mark missing visit addresses.
Show all Agents for the Scheduling department - Front Desk
Email approved appointment details and a correction link to clients.
Show all Agents for the Front Desk department - Property Management
Confirm approved property visits and flag missing addresses.
Show all Agents for the Property Management department
How Send Appointment Confirmations works
5 steps, in order, on every run.
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Check Staff ApprovalOpen the changed booking and check staff approval. Stop if the request is canceled or already confirmed.
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Verify Booking DetailsCheck the client's email and agreed time. Add a private note for staff if either needs correction.
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Flag a Missing AddressAdd a private Missing address label if the visit address is blank.
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Confirm the AppointmentMove the request to your matching confirmed appointment type. Keep the agreed time and service.
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Send the Confirmation EmailSend your confirmed appointment email with the client's name and agreed details. Include a link to review or correct the booking.
How to Get Started
Connect the tools you already use, such as Zoom or Microsoft Office 365.
2 tools
- Create matching public request and private confirmed appointment types with the same duration, and give each its own client email template.
- Add a private approval field that staff set only after agreeing to the booking, and attach it to both appointment types.
- Add a visit address question to the booking form and create a private Missing address label for appointments that need it.
- Set the confirmed appointment email to use the client's name, appointment time and time zone, available location, and a link to the client's confirmation page; allow clients to edit their form answers there.
- Connect appointment change notifications and grant the Agent access to appointment details, appointment types, labels, and the confirmation email action.
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:
You choose matching request and confirmed appointment types. Add a staff approval field and write the confirmation email. Enable edits if clients should correct form answers.
Yes, if you enable edits to form answers. Add the appointment link to your email template so clients can review or correct their details.
The appointment can still be confirmed. Your staff see a private Missing address label. The client can add it through the review link if you enable edits.
Your staff get a private note naming the issue. Missing client email or time leaves the request unconfirmed. If sending fails, staff see a note to retry the email.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
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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