Heyyyyyy there! Cait here! I’m here today to answer a question that I have been seeing A LOT lately- how can you automate sending a reminder to a client to book an appointment after you’ve sent the scheduler? This is one of my FAVORITE workarounds!

If you know me at all, you know that I’m ALL about automation. During my Workflow Mapping Meetings with clients, we dive deep into how we can change the structure of the client experience in order to let Dubsado take MORE work off your plate.

People ask ALL THE TIME about how to automate a follow up from the Dubsado scheduler if a client does NOT book a particular appointment (whether that’s a discovery call or some other type of session). Unfortunately, this isn’t a native trigger in Dubsado at this time, but that doesn’t mean we can’t automate with a little creativity and ingenuity!

Here’s the method I recommend for the most automation possible.

1. Send scheduler- this is where you will send the appointment scheduler that you are trying to get your (potential) client to book.
2. Send follow up email x days after all previous actions complete- this step will happen NO MATTER WHAT! Which is why the workflow continues to step 3 and 4, to STOP this email from sending if the client DOES book an appointment.
3. Start a workflow 0 days after an appointment is scheduled – this new workflow will have the automations built in for whatever happens after they book the appointment
4. Pause workflow 0 days after an appointment is scheduled – this is what will stop the follow up email from sending if the appointment does get scheduled.

The important thing to know is that these steps have to happen in THIS order, or things won’t go correctly.

Just in case reading this isn’t quite resonating with you, I recorded a little video walking you through it (lookin ROUGH on a Sunday afternoon, but whatever, IT’S FOR THE PEOPLE!).

VOILA! Automated appointment request follow ups! What do you think? Thoughts, comments, suggestions, questions?