Infusionsoft Cookbook – Chapter 5.5 – Sending Automated Appointment Reminders

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Scheduling an appointment with someone is useless unless the appointment actually occurs. We can improve our chances of the appointment occurring by sending automated reminders leading up to the appointment date.

This recipe is about building a workflow tool that can easily be operated after a user has put the scheduled appointment in their appropriate system of existence (online calendar, offline calendar, mobile device, and so on).

By Paul Sokol

Paul Sokol has been using Keap since it was called Infusionsoft back in 2008. He even worked for Infusionsoft directly for five years: first as a Success Coach (launching over 200 new customers on the software) and then as a Product Manager. This book is a potent distillation of automation fundamentals that Paul has discovered through his tens of thousands of hours of in-the-trenches implementation.