Payment and Appointment Reminders
Automatic WhatsApp and SMS reminders for overdue payments and upcoming appointments, sent on a schedule you set and stopped the moment the bill is paid or the visit is confirmed.
What These Reminders Do
Two nudges account for a large share of the daily calls and messages a small team sends by hand: reminding a customer a payment is due, and confirming or reminding them of an appointment. This service sends both automatically, timed against your own due dates and booking calendar, and stops as soon as the reason for the reminder is resolved.
Where Manual Reminders Fall Short
- Overdue accounts are chased in whatever order someone gets to them, not by how overdue they are
- A customer forgets an appointment because nobody called to remind them the day before
- The same customer is reminded twice because two staff members did not know the other had called
- A reminder keeps going out after the payment is already made, because nobody updated the list
- There is no record of how many reminders were sent or when
What Reminders Get Automated
Due-Date Payment Reminders
A message goes out ahead of a due date, and again if it lapses, with the outstanding amount and a payment link included so the customer can act immediately.
Instant Booking Acknowledgement
A booking is confirmed automatically the moment it is made, so both sides have a record of the date and time without a follow-up call.
Pre-Visit Reminders
A reminder is sent ahead of the appointment, reducing the number of missed slots that go unfilled on the day.
Automatic Stop on Resolution
Once a payment is recorded or an appointment is cancelled or completed, the reminder sequence for it stops on its own.
What You Can Adjust
- How many days before or after a due date reminders start
- How often a reminder repeats before it is escalated to a person
- The wording and tone of the message, per language if needed
- Which channel is used first — WhatsApp, SMS, or both
Frequently asked questions
Which channels do reminders go out on?
WhatsApp and SMS are the most common, chosen based on where your customers actually respond. Email is available as an additional channel where that suits your customer base better.
Can we control how pushy the reminders sound?
Yes. Message wording, frequency and escalation timing are all configurable, so a first reminder can read as a gentle notice while a much later one can be firmer, matching how you want to be seen by your customers.
What stops a reminder from going out after payment is already made?
The reminder sequence checks against your payment or booking records before each send, so once a payment is recorded or a visit is cancelled, the sequence for that customer stops automatically.
What determines the cost of setting this up?
The main factors are how many reminder types you need, how many languages or message variants are required, and whether reminder triggers need to pull from an existing accounting, billing or booking system.
What determines how long setup takes?
Timeline depends mostly on where the trigger data currently lives. If due dates and bookings already sit in one connectable system, setup is quick; if they are spread across registers or spreadsheets, that data needs to be consolidated first.
Can this connect to our existing billing or booking system?
Where that system has an accessible way to share due dates or appointment records, yes. Otherwise, we can work from a regularly updated export until a direct connection is practical.
Who can see which reminders have been sent?
Your team gets a log showing what was sent, when, and whether it led to a payment or a confirmed visit, so follow-up calls can be reserved for accounts that genuinely need a human conversation.
Tell us what you need.
Send a short brief and one of our engineers will come back to you — usually the same day.
- No obligation
- We reply the same working day
- Your details stay private