Business resources
Design Helpful Appointment Reminders
Give customers the details they need to take the next step.
Identify the business
Make it clear which business is sending the reminder and why the customer is receiving it.
Keep it useful
Include relevant appointment details and a simple way to ask for help or reschedule. Avoid unnecessary sensitive information.
Respect preferences
Use the channel the customer has authorized. Set frequency around the service purpose and stop messages when permission is withdrawn.
Plan exceptions
Define what happens when an appointment is canceled, a number changes, or a message cannot be delivered.
General process guidance. Project requirements and responsibilities depend on your business and service agreement.
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