AI workflows for appointments and reservations.

Confirming bookings, following up no-shows and filling released slots from the waitlist.

Who does this work

  • Scheduling coordinator
  • Reservations agent
  • Front desk coordinator

1 workflow template ready to adapt, and 4 workflows identified.

Updated

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Examples of the workflows identified
  1. Confirm the next day's appointments against customer replies
  2. Decide whether to hold a late party's tableIllustrative
  3. Follow up a missed appointmentIllustrative
  4. Offer released capacity to the waitlistIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Confirm the next day's appointments against customer repliesGives the front desk the next day's bookings sorted into confirmed, move requests and unresolved replies, with the approved message for each call or note.Workflow template
Decide whether to hold a late party's tableGives the host the booking, remaining hold time, the guest's stated arrival and open questions before the hold expires.Illustrative · not built yet
Follow up a missed appointmentGives staff a follow-up brief for a missed appointment with prior attempts, the customer's preferences and slots to offer.Illustrative · not built yet
Offer released capacity to the waitlistProposes who on the waitlist to offer a released booking, in order, with fit, preferences, contact permission and draft offer wording.Illustrative · not built yet

Workflow templates

Appointment confirmation and no-show follow-upThe front desk gets tomorrow’s bookings from the appointment export with the practice’s approved script or message filled in for each, every reply recorded once staff have called, and today’s no-shows with open slots to offer them. Staff make every call and every diary change.Workflow template

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Where to go next

All of customer serviceThe broader area this belongs to, with its workflows.All of customer support and serviceEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Also within customer service

Other areas of customer support and service