📅 3 & 4. Appointments Shows/No-Show/Cancelled- Reminder to Reschedule

Click here to watch brief tutorial video on how to setup Appointment Reschedule Reminders

These two workflows act as your "Revenue Safety Net." Their goal is to automatically catch patients who leave the clinic without booking their next visit, or those who cancel and forget to reschedule.

While they are separate workflows, they share the exact same logic: Wait X days -> Check for future appointments -> If none, ask them to book.

Workflow #3: The "Post-Visit" Nudge (Showed)

This workflow handles patients who successfully completed an appointment but didn't book a follow-up at the front desk.

• Trigger: Appointment Status = Arrived/Showed.

  The Wait: Defaults to 3 Days.

  • Why? We give them a few days to book on their own or call back.

    The Check: The system looks at the custom field Upcoming Appointment Scheduled .

  • If Checked (Yes): The patient stops here. No message is sent.
  • If Unchecked (No): The patient receives a friendly "Hope to see you soon" SMS with your booking link.

Workflow #4: The "Recovery" Nudge (Cancelled/No-Show)

This workflow handles lost appointments. It is slightly smarter because it knows how the patient missed the appointment.

• Triggers: Appointment Status = Cancelled OR No-Show.

• The Wait: Defaults to 3 Days.

  The Split Logic: The workflow checks which trigger fired:

  • If Cancelled: Sends a polite "Sorry you had to cancel" message.
  • If No-Show: Sends a "We missed you" message.

🛡️ The "Triple Check" Safety Net

You might be wondering: "What if a patient cancels on Monday, books a new appointment on Tuesday, but the workflow is waiting until Wednesday to message them? Will they get a spam text?"

The Answer is NO. We have a double-fail-safe system in place:

1. The Removal Logic (Primary Defense): As soon as a patient books a new appointment, Workflow #1 (Appointment Reminders) triggers. The very first step of that workflow is to REMOVE the patient from these Reschedule workflows immediately.
2. The Filter Logic (Secondary Defense): Even if the removal step failed (which it won't), these workflows have an internal filter checking the Upcoming Appointment Scheduled  checkbox before sending any message.

How to Customize

You may want to treat Cancellations differently than No-Shows.

To change the Wait Time:

1. Open the workflow.
2. Click on the Wait step.
3. Change the duration (e.g., change 3 days to 7 days).
4. Important: Always update the Name of the action step to match the new time so you don't get confused later.

To customize the "Jane Link": You do not need to manually paste your link. The SMS templates use a special "Merge Field" that automatically pulls in your unique JaneApp booking URL.