Appointments and no-shows
Confirm every booking, recover the ones that get missed, and keep the calendar honest.
The day before each appointment, email the customer a reminder with the time, the address, and how to reschedule.
The job, and what good looks like.
### What breaks Unconfirmed bookings and no-shows eat a slot that another customer would have taken. Nobody chases them, so a full week runs at half its capacity and the cause is never measured. ### What the workflow does - Send a confirmation and a reminder before every appointment, with the time, the address, and a reschedule link. - Treat a booking that has started without a check-in as a probable no-show. - Message that customer afterwards with an apology and a link to rebook. - Offer a cancelled slot to the waiting list before the time is given away. - Report no-shows and recovered bookings each week, split by staff member and time of day. ### What stays human You approve the reminder wording, and you decide which no-shows are worth a personal phone call rather than a message.
When it is handled
- Reminders sent before every appointment
- No-shows recovered by message
- Fewer empty slots in the week
Works with tools like
- Calendly
- Acuity Scheduling
- Mailchimp
- Notion
Ready-made automations. Pick the one that fits.
Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.
Booking confirmation reminder
The day before each appointment, email the customer a reminder with the time, the address, and how to reschedule.
24 hours before each appointment
Empty slot backfill
When a slot opens up late, check the waiting list and email the first matching customer the opening.
When a slot is cancelled less than 24 hours ahead
No-show recovery message
When a booking passes its start time with no check-in, email the customer a short apology and rebooking link.
30 minutes after a booking starts with no check-in
You stay in charge.
At every step.
It does the admin. You decide what reaches a customer.
- Nothing sent without your OK
Reminders and replies wait in your drafts until you send them.
- Undo what you don't want
Every step is recorded, and a file it changed can be put back.
- Only what you connect
Each automation reaches only the email, calendar and folders you give it.
Booking confirmation reminder
Approve before it sends the email and saves the document?
Before you download.
- Where does it run?
- On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
- How does it connect to our CRM and other tools?
- Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
- Does it run when my computer is asleep?
- It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
- How does my team use it?
- Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
- Do I need anyone technical to set it up?
- No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.
Already have tools for this? Here is the difference.
The features in your invoicing or booking app
Sending standard reminders inside that one app.
They stop at that app's edge and can't follow your own rules or exceptions.
Flowchart automation tools
Connecting apps if you have the time to build and maintain the flow.
Most owners never have that time, and every exception becomes another branch.
Doing it in the evening
Full control, every time.
It waits for you, and it slips when the week gets busy.
AUTOMATE.md
Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.
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Start with one job.
Make it your own.
macOS — coming soon- 1
Get the app
It runs on your computer, next to your files.
- 2
Add the automation
Paste the instructions into the app, or save them as a file next to your work.
- 3
Try it, then turn it on
Run it once and check the result. It only runs on its own once you switch it on.