Healthcare

Reminder

Send appointment reminders 48h and 2h before with confirm or reschedule options.

Automation overview

What this automation does

This automation starts when appointment booked — scheduled reminders at 48h and 2h before. It whatsapp 48h reminder and whatsapp 2h reminder, then unconfirmed appointments added to reception Slack call list.

Trigger

Appointment booked — scheduled reminders at 48h and 2h before

Main actions

WhatsApp 48h reminder → WhatsApp 2h reminder

Final outcome

Unconfirmed appointments added to reception Slack call list

Execution time

30–90 seconds

Apps used

3 integrations

AI-powered

Difficulty

Advanced

Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger

Calendly

Appointment booked

Step 1

48h reminder

Step 2

2h reminder

Result

Slack

Reception call list

Step-by-step

How each step runs

1
CalendlyTrigger
Appointment booked
Cal.com booking triggers reminder schedule
2
WhatsApp
48h reminder
WhatsApp reminder with confirm or reschedule CTA
3
WhatsApp
2h reminder
Final reminder 2h before with YES confirm reply
4
Slack
Reception call list
Unconfirmed appointments added to reception Slack call list

Apps used

Connected applications

Calendly

Schedules

Slack

Schedules

Summary

Automation summary

Trigger: Appointment booked — scheduled reminders at 48h and 2h before
Inputs: Appointment booked — scheduled reminders at 48h and 2h before, Business Name, Notification Email, Timezone
Outputs: Unconfirmed appointments added to reception Slack call list, WhatsApp 48h reminder, WhatsApp 2h reminder
Business goal: Automate reminder end-to-end with accurate app routing.
Execution frequency: Scheduled interval
Estimated runtime: 30–90 seconds
Error handling: Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies: Calendly, WhatsApp, Google Calendar

Benefits

Why use this automation?

Save ~12 hours/week

Remove repetitive steps from Reminder so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Requirements

What you need to get started

Required apps

Calendly
WhatsApp
Google Calendar

Required accounts

Active Calendly workspace with API access
Active WhatsApp workspace with API access
Active Google Calendar workspace with API access
Shata Automation workspace (free tier supported)

Required API keys

OAuth tokens for each connected integration

Permissions

Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

20 min including app authorization and test run
Difficulty: Advanced

Optional apps

Twilio (optional)
Slack (optional)

Automation runtime

Activate this template

PreviewSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft

Activation readiness

Est. setup time: ~5 min

Required connections

calendly(required)
Previewcalendly: workflow actions run in preview
⚠ Missing
WhatsApp (Twilio)(required)
PreviewWhatsApp (Twilio): workflow actions run in preview
⚠ Missing

• Missing connection: calendly
• Missing connection: WhatsApp (Twilio)

Manage all connections →View all installations →

Workflow summary

Trigger: Appointment booked — scheduled reminders at 48h and 2h before
Steps: 4 nodes
Required apps: 2
Optional apps: 1

Trigger

Schedule trigger

Activate this workflow to provision the trigger endpoint.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

PremiumAdvancedPreview20 min setup★4.02.3k installs · 484 reviews

Customize for My Business

Analytics

Template performance

36.5k

Views

2.3k

Installs

Favorites

4.0

Avg rating

6.2%

Conversion

20 min

Setup time

95%

Success rate

Trending score

Most used integrations

CalendlyWhatsAppSlack

Cal.com booking webhook schedules Twilio WhatsApp reminders at 48h and 2h with confirm CTA reply `YES` or reschedule link; no confirm 2h before triggers reception Slack call list; Google Calendar updated on reschedule; reduces no-show rate tracked weekly in Sheets.

Some steps run in preview until their integrations go live.

Required apps

CalendlyPreviewWhatsAppPreview

Optional apps

SlackLive

All integrations

CalendlyWhatsAppSlack

Workflow preview

How Reminder runs

Trigger

Configure reminder times

→

Process

Rule engine

→

Action

calendly

→

Notify

Alert & log

CalendlyWhatsappSlack

Setup steps

Get started in 5 steps

1
Connect calendar and messaging
Cal.com, Google Calendar, Twilio WhatsApp/SMS, Slack reception, Sheets metrics.
2
Configure reminder times
48h and 2h default; SMS fallback if WhatsApp undelivered.
3
Handle confirm replies
YES reply marks confirmed on CRM; NO triggers reschedule link.
4
Build call list
Unconfirmed 2h before exports reception Slack list with phone.
5
Measure no-show delta
Compare no-show % month over month post automation.

Variables

Configurable settings

Variable	Type	Default	Required
Business Name	text	Your Business	Yes
Notification Email	email	—	Yes
Timezone	select	—	Yes
Slack Channel	text	#general	No

FAQ

Frequently asked questions

Arabic reminders?

Arabic template when patient preferred language AR.

Multiple locations?

Reminder includes branch address and parking notes per location ID.

Procedure prep?

Specialty-specific prep instructions attached—fasting, documents.

Over-reminder fatigue?

Max two reminders; third only for high no-show patients flag.

Reviews

4.8

★4.8

484 total reviews

Emily Davis

Customer Success · SupportPro

★★★★★

3/1/2026

Reminder replaced a manual process that took 2 hours daily. ROI was clear within the first month.

+ Support team helped customize quickly · Setup was straightforward

Omar Khalil

E-commerce Manager · Noon Seller

★★★★★Verified install

2/12/2026

We deployed this across three locations and saw immediate time savings. The Reminder workflow handles edge cases we didn't expect it to.

+ Scales well as we grow · Integrations worked on first try

Sarah Mitchell

Marketing Director · Bloom Agency

★★★★Verified install

1/26/2026

Solid template. We duplicated and tweaked variables for our brand. Would recommend for teams starting automation.

+ Saved our team 10+ hours weekly · Reliable triggers every time

− Took longer than estimated for advanced config

Ahmed Hassan

Operations Lead · Cairo Eats

★★★★★

7/8/2026

Clean workflow design. Connected our stack in one afternoon. Minor learning curve on variables.

+ Setup was straightforward · Great documentation

Documentation

Template documentation

Overview

Requirements

Active calendly account with API access
Active whatsapp account with API access
No AI provider required
Shata Automation workspace (free tier supported)

Supported apps

calendlyPreviewwhatsappPreviewslackLive

Triggers

Appointment booked — scheduled reminders at 48h and 2h before

Actions

Configure reminder times
Handle confirm replies
Build call list
Measure no-show delta

Examples

Quick start

Activate Reminder with default variables and run a sandbox test.

Scenario: New user installs template and validates output in under 15 minutes.

Production rollout

Connect live apps, map business rules, enable monitoring alerts.

Scenario: Team deploys to workspace after QA sign-off on test runs.

Troubleshooting

Workflow fails on first run: Verify OAuth scopes for all required integrations and re-authorize if expired.
Variables not applying: Check required fields in the Configure Variables step; empty required values block activation.
Notifications not received: Confirm notification email and Slack channel IDs match your workspace settings.

Release notes

Version 1.2.0 — Improved reliability and Slack notifications for Reminder.

Versioning

Version history

Current version: 1.2.0

v1.2.0Current

4/4/2026

improvementImproved error handling and retry logic for failed runs.
featureAdded optional Slack notification on workflow completion.

v1.1.0

2/3/2026

featureNew variable: brand voice selector for AI-powered steps.
fixFixed timezone handling for scheduled triggers.

v1.0.0

12/5/2025

featureInitial marketplace release.

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Recommendations

Customize Reminder for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.

Request custom automation →Talk to an expert

Reminder

What this automation does

End-to-end scenario flow

How each step runs

Connected applications

Automation summary

Why use this automation?

What you need to get started

Required apps

Required accounts

Required API keys

Permissions

Estimated setup time

Optional apps

Activate this template

Required connections

Workflow summary

Trigger

Run history

Template performance

How Reminder runs

Get started in 5 steps

Configurable settings

Frequently asked questions

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

Patient Intake

Appointment Booking

Medical FAQ

Lab Result Patient Notify

Customers also installed

Prescription Reminder

Medical FAQ

Lab Result Patient Notify

Patient Intake

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing

Customize Reminder for your business

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

Patient Intake

Appointment Booking

Medical FAQ

Lab Result Patient Notify

Customers also installed

Prescription Reminder

Medical FAQ

Lab Result Patient Notify

Patient Intake

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing