Reminders and rebooking involves notifying vehicle owners when service is due and securing a new appointment. Handling it by hand means checking due dates, calling non-responders, and updating scattered records, which slows bookings and drains staff time.
An automated version tracks due dates, sends reminders, and follows up with anyone who has not booked. It fills open slots faster, keeps records current, and shortens the time between a missed inspection and a new appointment.
The full workflow, from trigger to completion.
Checks vehicle records each morning for anything entering its 30, 14, or 3 day reminder window.
The reminder writes a reminder referencing the vehicle, due date, and open slots pulled from the calendar.
The drafted reminder is sent automatically to the customer's email on file.
If no booking is confirmed within 48 hours, a short text nudge goes out automatically.
If there is still no response after the text, a callback task is created for a coordinator to call.
Once the customer confirms, by email, text, or staff call, the automation books the slot directly into the calendar.
A confirmation text with the final date, time, and location is sent to close the loop.
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