A meta-analysis of randomized trials in BMJ Open found patients who received appointment reminders by text or other digital notifications were 25% less likely to miss their appointments than patients who received none. (BMJ Open)
What triggers it
An appointment lands on the calendar. The moment the booking is confirmed, this workflow starts working on making sure it actually happens.
The walk-through
Here's the shape of it — every step visible on the canvas, every delay yours to change:
- An email goes out — carrying the required unsubscribe link, like every email the platform sends.
- An hour later, a text goes out from your business number — consent-gated, and it queues in your Approvals inbox before it sends.
- The workflow waits for your business hours — nothing goes out at 2 a.m.
- An instant text from your business number — consent-gated, and it queues in your Approvals inbox before it sends.
How it stops
Out of the box it stops the moment the contact replies — the conversation is yours (or Arianna's) from there. And if they text STOP, everything halts instantly. That's a compliance rule, not a setting.
The rails
Every touch in this workflow runs on the same rails as everything else in Sales Team Toolbox:
- Consent first. Texts and calls go only to contacts with prior express consent on file. No consent, no send — no exceptions.
- The Approvals inbox. AI-drafted texts and calls queue for your approval before anything goes out, until you deliberately switch a step to auto-approve.
- STOP always wins. One opt-out halts every workflow for that contact, instantly. It is not a setting you can turn off.
- Quiet hours and send-fatigue limits. Touches respect calling hours and per-contact frequency caps.
- An unsubscribe link in every email. Standard, always.
The fine print lives in the compliance FAQ.
You don't import this. Pick Mortgage & Lending at signup and this workflow — plus 6 more — installs itself before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.
The rest of the Mortgage & Lending suite
Under the hood
Every step above is a node on a visual canvas you can open and edit. Read how workflows run, the node reference, your niche suite, and Autopilot & Agent Goals (Autopilot is included on the Pro and Agency plans).
See where this fits in the platform: the full product tour →