10 Minute EASY Booking Reminder Agent Setup with VAPI.ai & Make.com

build a simple, no-code voice assistant that calls your clients daily, confirms attendance and logs replies

Hey everyone! I'm super excited to dive into the world of Booking Reminders with you today. We're going to explore how to set up automated appointment reminders using tools like Google Sheets and make.com. Imagine never missing a client call again and having everything run smoothly without lifting a finger!

Link to the JSON and Google Sheets Script

The Problem We're Solving

Many industry professionals spend way too much time manually reminding clients about appointments. It's tedious, time-consuming, and let's face it, not the best use of your skills. Wouldn't it be great if you could automate this process and focus on what truly matters?

Meet Your Automation Tools

Here's a quick overview of the tools we'll be using:

  • Google Sheets: To organize and track your appointments.
  • make.com: For creating automated workflows.
  • Twilio: To handle the actual phone calls.

These tools integrate seamlessly, allowing you to set up a system that works around the clock!

The Power of Automation

Here's what makes this setup amazing - it automatically:

  • Sends reminders to clients without human intervention.
  • Updates appointment statuses in real-time.
  • Frees up your schedule for more important tasks.
  • Works 24/7, ensuring no client is left behind!

Setting It Up Together

Let's build this step by step:

  1. Preparation Phase
    • Set up your Google Sheet with columns for client names, phone numbers, appointment dates, and times.
    • Ensure your sheet is populated with upcoming appointments.
  2. Workflow Creation
    • Use make.com to create a scenario that triggers daily.
    • Connect your Google Sheet to make.com to pull appointment data.
  3. Call SetupCreating two main tools:
    • Twilio Integration: Purchase a phone number and set it up for outbound calls.
    • Voice Message Script: Customize your message for each client.
  4. Integration PhaseConnecting everything with:
    • Google Sheets for data management.
    • make.com for workflow automation.
    • Twilio for executing calls.

Making It Work For You

The best feature? It's perfect for business owners who:

  • Want to reduce manual workload.
  • Need to ensure clients are reminded of appointments.
  • Desire a seamless integration with existing tools.
  • Aim to improve client satisfaction with timely reminders.

Frequently Asked Questions

Q: How do I get my appointments into Google Sheets automatically?
A: Use a script to pull upcoming meetings into your sheet. It's simple and free!

Q: Can I customize the voice message?
A: Absolutely! You can adapt the script to say whatever you need.

Q: What if a client wants to reschedule?
A: The system can log responses, and you can follow up manually if needed.

Q: Is this setup expensive?
A: Not at all! Tools like Twilio offer affordable options, and Google Sheets is free.

Closing

Ready to automate your booking reminders and save tons of time? Dive into this setup and watch your efficiency soar! Plus, I've got a detailed guide ready for you to ensure everything runs smoothly. Reach out if you have any questions, and let's make your workflow magical!

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Carlo Rubinstein

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