Agendize helps appointment-based operators manage bookings, clients, forms and calls in one working environment. A new appointment or an updated appointment status can otherwise leave staff manually checking calendars and contacting customers about confirmations, cancellations or no-shows. A form response can also require a quick acknowledgement before someone has time to review it.

New Appointment can trigger Mobile Message’s Send SMS action with a booking confirmation and appointment details. Updated Appointment can send a different message when a booking is accepted, completed, cancelled or marked as a no-show. New Form Response can start Create Contact, giving your team a way to place a respondent in Mobile Message for later communication. New Client in CRM can also send an initial welcome text when the customer record is created.

Set up each workflow in Zapier by selecting an Agendize event and a Mobile Message action. Map the customer’s mobile number, include only the appointment information supplied by Agendize and keep the message plain text. You can send an individual SMS, send to a list or create a contact, depending on the outcome you need.