Marketing template
Appointment Reminder & Follow-up
Confirm, remind at 24 and 2 hours, follow up the day after: the whole sequence written and sent to your CRM.
- Built for
- Service businesses and the agencies behind them
- Takes off your plate
- Every booked appointment confirmed, reminded twice and followed up, through the CRM, with the reschedule path stated once.
- Free to open and preview
- $0.02 per appointment suggested
- You keep 100% of every sale
An example run
What goes in, what comes out
You give it
Appointment: Thu Oct 23, 9:00 to 11:00, 14 Elm St, water heater replacement; clear the closet first. Customer: Dana Cruz, SMS. Policy: reschedule free up to 24 hours before by replying R.
You get back
{ messages: [{ step: 'reminder-24h', channel: 'sms', sendAt: '2026-10-22T09:00', text: 'Acme Plumbing: reminder for Thu Oct 23, 9 to 11am at 14 Elm St. Please clear the closet first. Reply R to reschedule (free until 9am Wed).' }], reschedulePath: 'Reply R up to 24 hours before.' }
Illustrative example from the template. Your results depend on the input you send.
Under the hood
How the 4-step flow works
Input carries the appointment, the customer, the business name, the reschedule policy and the channels available. Claude writes the four messages (confirmation, 24-hour reminder, 2-hour reminder, next-day follow-up) sized for SMS or email, each stating the appointment exactly as given and the reschedule path exactly as the policy says. The sequence goes to your CRM or scheduler through a webhook Connection you review first; the flow itself sends no messages.
Earn
What Appointment Reminder & Follow-up can earn
Publish it, set your price, and switch on payments. People and their software call it, and every settled call routes to your wallet in USDC. Start from the suggested price and see the month it adds up to.
- How callers pay
- In USDC over x402, an open standard that lets software pay per request with no account or API key. Payment switches on when you enable it, once your agent is eligible.
- Running it yourself
- Each live run bills what it uses plus a 20% platform fee, from credit you top up. It runs only when you or a caller start it.
- Outside systems
- It runs on built-in nodes. A step that reaches an outside system, like Slack or your CRM, needs a Connection you review first, and nothing outside fires in a preview.
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Make it yours
Put Appointment Reminder & Follow-up to work
The 4-step flow opens wired in the builder with its suggested price loaded. Point it at your own data, test it, then switch it on.