Case Study: Automating Appointment Reminders with GoHighLevel (GHL)
Client Overview: A business that relies on scheduled appointments faced challenges with missed meetings and inefficient manual reminders. To enhance appointment attendance and streamline communication, they implemented GoHighLevel (GHL) automation for appointment reminders.
Challenges:
Customers often forgot scheduled appointments, leading to wasted time and revenue loss.
Staff had to send reminder emails and SMS manually, increasing workload.
No automated workflow was in place to engage customers who missed appointments.
Tracking appointment statuses required extra effort from the team.
Automated Appointment Creation & Confirmation
When a client books an appointment, GoHighLevel automatically creates an opportunity in the system.
An immediate confirmation email & SMS is sent to the customer with appointment details.
Multi-Step Reminder Sequence
8 Hours Before the Appointment:
An SMS reminder is triggered to ensure the customer remembers their booking.
1 Hour Before the Appointment:
A final reminder notification via SMS and email is sent to the client.
The internal team also receives a notification to prepare for the meeting.
Handling No-Shows & Follow-Ups
If a customer misses an appointment, they are automatically moved to a follow-up sequence.
An email and SMS are sent asking if they want to reschedule or need further assistance.
If no response is received, a sales representative is notified for a personal follow-up.
Results
due to automated reminders.
with automated internal notifications and follow-ups.
through structured reminders and rescheduling options.
allowing them to focus on closing deals rather than managing appointments manually.
