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Appointment Confirmation - Setup

How to setup appointment confirmation text or emails using sequences.

This tutorial will show users how to create and or edit a message sequence in the system to add an immediate send appointment confirmation. Updated July 29th, 2026.

We'll start with creating a script in the system with the message we want to send.
Head to settings > edit scripts and select make new script

Enter a script title, and the body of the text you want, to insert the automated information like Appointment Date, Time, business name etc. Head to Insert Token Indicated on the right hand side.


Once you've set up your script, if you'd like the confirmation message to send out for every appointment we can do the following:

Head to settings > Post Appt Follow Up > Add New Workflow

Details Follow the setup displayed below for the first section


Conditions: Can be generally ignored this is for advanced and particular setups.

Type Of communication: This can be set as desired, most setups lean towards an SMS auto responder.

Once saved and made sure to be active, when an applicable Appointment Reminder is entered on the calendar it will automatically send a confirmation to the client.

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