Booking & reminder workflows
Instant confirmations, 24-hour and 1-hour SMS reminders, and reschedule handling.
⏱ 7 min read
The booking workflow turns a form submission into a confirmed appointment with automated reminders — no back-and-forth emails.
The full journey
1
Instant confirmation (SMS)
Within minutes of booking, the lead gets a text with the calendar invite, join link, and a quick confirmation.
2
24-hour reminder (SMS)
A reminder goes out the day before the demo.
3
1-hour reminder (SMS)
A final reminder an hour before, with the join link front and center.
4
Reschedule handling
If the lead replies to reschedule, the AI assistant surfaces it and updates the booking.
Hosted by Kevin Tavares
Every booking routes to Kevin (admin@medi-crm.com) as the host. Assign him as a calendar user in the CRM so bookings attach correctly.