appointment-reminder-text-messages

How To Send Automated Appointment Reminder Text Messages to Clients

The decision to implement automated appointment reminder text messages is a no-brainer for professionals across a range of industries.

Not only do scheduling assistant chatbots save you time and money, but just as important, an appointment reminder SMS bot is super convenient for your clients to use.

Today it’s very common to see one of the following industry-specific appointment scheduling bots:

  • Doctor appointment chatbot
  • Chatbot for travel industry
  • Real estate chatbot 

And this makes a ton of sense, considering sending business appointment reminders to customers through chat reduced missed appointments by 26%.

Additionally, this isn’t limited to live chat on your website. You can build a chatbot for appointment reminders for Facebook Messenger and SMS text scheduling assistant chatbots as well.

In fact, 67% of people would rather text with a business about appointments and scheduling than by email or phone.

In this article, you’re going to learn how to build an SMS chatbot for appointment reminders and scheduling for your own business.

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sms chat

What is an Appointment Reminder Text?

An appointment reminder text is exactly like it sounds. It’s an automated text messaging chatbot that you can implement using a chatbot builder like MobileMonkey, where you can easily send appointment reminders to your clients to confirm or cancel their appointments.

MobileMonkey has dozens of SMS marketing tools for you to choose from and test out.

You can experience the bot by using an SMS keyword. To do so, text REMINDER to (802) 294-4135.

Additionally, you can experience the appointment reminder text bot via Facebook and Instagram Messenger by clicking here ????

Or, you can experience the appointment reminder text bot on live chat by clicking the “Let’s chat!” button in the chat widget at the bottom right of your screen.

test out your bot via Live Chat

Here’s how to build an appointment reminder text message chatbot in 7 easy steps using MobileMonkey:

  1. Create a new folder and your first Dialogue
  2. Build your conversational workflow using chatbot widgets
  3. Add answers and create a new Dialogue
  4. Create a Dialogue for a “NO” answer
  5. Create a Dialogue for a “YES” answer
  6. Build out your remaining Dialogue paths
  7. Test your appointment reminder text chatbot

How To Send Automated Appointment Reminder Text Messages

In order to pull data from your CRM, such as customer appointment dates and appointment times, see the following pages:

It’s super easy to get set up with MobileMonkey’s Zapier integrations, and if you need help pulling your customer data from your systems, you can get in touch with our Customer Success team, who will be more than happy to get your appointment reminder texts up and running smoothly!

Step #1: Create a new folder and your first dialogue

You’ll want to create a separate folder for this use case because you’ll be creating multiple dialogues. 

Go to Chatbots > Dialogues from the tabs at the top of your MobileMonkey dashboard.

Then, create a new Folder and give it a name that makes sense for your use case. I’ve named my example folder “Appointment Confirmation.”

create a Dialogue Folder in MobileMonkey

Now that you’ve created a Folder, it’s time to build the first Dialogue of your appointment reminder text.

To create a Dialogue, click where it says + Add Dialogue inside the Folder you created. Then, name your Dialogue.

add Dialogue to your text message marketing workflow

Step #2: Build your conversational workflow using chatbot widgets

In order to start building your conversational workflow, you need to choose from one of dozen plus chat widgets. 

Choose from the many rich-media content widgets, such as text, buttons, quick questions, images, attachments, videos, GIFs and more.

For this SMS workflow example, I’ve chosen to start with the Quick Question widget.

MobileMonkey chatbot widgets

The Quick Question widget will allow us to add some text and then provide multiple choice answers that work for SMS text messages, live chat, and Messenger.

However, since this is an appointment reminder text message, we just need to keep in mind that the person will be experiencing this bot via SMS.

Below you can see the first Dialogue our chatbot will use. At the end, we’ll ask a question and then move onto Step #3 to create the possible answers responses the end user can give.

appointment confirmation workflow Dialogue

Before adding the answers, you’ll want to take note of the ability to add custom fields in your text, like where I added {{first name}} in the beginning of the dialogue. 

Since this is an appointment reminder, you’ll want to add the day and time of the appointment. Access your custom fields

In order to connect MobileMonkey to your CRM and other systems that hold your customer data, see the MobileMonkey Integrations page, as well as the MobileMonkey API documentation.

custom fields in MobileMonkey

Step #3: Add answers and create a new Dialogue

Now it’s time add answers to your question. Note that for SMS, you don’t need to type out “Reply Y for Yes, or N for No.” 

MobileMonkey’s SMS marketing tools will automatically assign numbers to each of your multiple choice answers, such as: “Press 1 for Yes. Press 2 for No.”

To add answers to your Quick Question widget, click on the + Add Answer button. You can add as many answers as you want, but it’s best to keep it simple.

In this example, we’ve added two possible answers: YES and NO

appointment reminder text chatbot example

This next bit may seem confusing at first, but trust me, it’s very simple.

Depending upon whether the person answers “Yes” or “No”, there will be different paths that user will take.

In this example, we’ve already created a new Dialogue and named it, “Appointment Confirmation – YES” in the case the person answers “No.” This path will cause the user to receive a message that most likely will end the conversation.

appointment reminder text conversational workflow

Now that we’ve created our next Dialogue (Appointment Confirmation – YES), we need to build out the user flow. In the image above, you’ll see that if the person selects “YES” from the “Appointment Confirmation” Dialogue, they’ll be sent to the “Appointment Confirmation – YES” Dialogue.

Similarly, if the person selects “NO” from the “Appointment Confirmation” Dialogue, they’ll be sent to a different Dialogue, which I named “Appointment Confirmation – NO.” 

appointment reminder text messaging chatbot

Step #4: Create Dialogue for a “NO” answer

We’ll get the Dialogue for an answer of “NO” out of the way first, because it’s very simple. 

Here’s a screenshot of the example I created for what you could use if the person can not make it to their appointment:

appointment reminder SMS bot

If you want to get real fancy, you can even use the MobileMonkey Integrations to connect your favorite calendar application to MobileMonkey. That way the person will be able to schedule a new appointment right there in the chat!

Explore MobileMonkey’s +100 integrations here

MobileMonkey Integrations

Step #5: Create a Dialogue for a “YES” answer

Next, we need to create the conversation for the Dialogue if the person selects “YES” to confirm their appointment.

In this example, I’ve added another quick question widget with a question that I’m sure we’re all unfortunately used to being asked in 2020 – the COVID-19 questionnaire.

appoint reminder text examples with question and answer bot

Now, all we need to do is add some answers to the COVID-19 questionnaire, as well as a new Dialogue for an answer of “YES” and a new Dialogue for an answer of “NO.”

However, let’s say you want to save the answers to the COVID-19 questionnaire if the person answers YES. Maybe you want to be able to know to ask in the future if the person has been cleared with a negative test since the last time you spoke.

In order to do this, you can add an attribute to the Dialogue, which will be attached to each person’s contact profile info. To add an attribute to the Dialogue, place a checkmark in the “Save response to attribute” box and either select an existing attribute or create a new attribute.

chatbot for automated appointment reminder text messages

We’re done with the “Appointment Confirmation – YES” Dialogue. Now it’s time to create new Dialogues depending on how the person answers the question in this Dialogue – YES or NO.

In the screenshot below, you’ll see that I’ve created a new Dialogue called “Appointment Confirmation – No Symptoms” for those who say they are experiencing no COVID-19 symptoms.

Similarly, I’ve also created a path for those that answer “NO.”

appointment scheduling bot

Step #6: Build out your remaining Dialogue paths

Below you’ll see two screenshots. The first is an example Dialogue you could use for those who answer that they have no COVID-19 symptoms, and the second is for those who answered that they were indeed experiencing COVID-19 symptoms.

  1. Appointment Confirmation – No Symptoms:
doctor appointment chatbot
  1. Appoint Confirmation – Yes Symptoms
chatbot appointment

Step #7: Test out your appointment reminder text chatbot

To test this bot for yourself, text REMINDER to +1-802-294-4135, click here to chat in Messenger, or test out the bot right here in the bottom right corner of the page by clicking the “Let’s chat!” button.

Here’s what you will see when you use the SMS keyword opt-in.

appointment reminder text example

For more on SMS marketing, check out these super hand SMS marketing tips!

Re-Engage & Nurture Leads via SMS Text Messages

Take customer communications to the next level with consumers #1 preferred channel. Create an account and get your own SMS phone number setup today!

sms chat

Important Next Steps

  • Create your first chatbot today after you sign-up for MobileMonkey.
  • Talk and learn about chatbots with other enthusiasts. Join MobileMonkey Island, our Facebook group of 40K marketers and entrepreneurs who are ready to support you.
  • Advance your marketing performance with Chatbot University, a free chatbot tutorial and training area for chat marketers.

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