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Payment and Appointment Reminders

Payment and appointment reminders run a ladder for unpaid invoices and upcoming bookings, sent on the channel the customer reads. Reminders carry a payment link, and the ladder stops once the customer pays.

The Ladder for an Unpaid Invoice

Each step is set by you. The tone rises slowly, and the list stops when it should.

  • A gentle note a few days before the due date, with the invoice attached
  • A reminder on the day it falls due, carrying a card or bank transfer payment link
  • A firmer one after the date, copied to the salesperson who owns the account
  • Past a threshold you choose, it becomes a task for a person and stops being automatic

Appointment Reminders

Confirmation at booking

Sent when the slot is taken, with the date, the doctor or technician, and the address.

Day-before reminder

Many no-shows come from forgetfulness rather than intent, so a message the day before is worth sending. It costs almost nothing.

Reschedule without a phone call

A link to move the slot, so the gap can be filled by somebody else instead of leaving the chair empty.

The follow-up visit

A review due in three months becomes a scheduled reminder rather than a note in a diary.

Stopping When Payment Arrives

A reminder sent to somebody who has already paid costs goodwill. The stop condition is therefore built and tested first. Payment status has to reach the reminder system quickly, which usually means reading it from your accounting or billing data and not from a sheet updated at day close.

FAQ

Frequently asked questions

Will payment and appointment reminders stop once a customer pays?

Yes. The stop rule is tested before anything goes live. The reminder checks payment status when it is due to send, not when the schedule was created, and manual day-close entry is allowed for in the send timing.

Can reminders go out on WhatsApp rather than SMS?

Yes, through your own WhatsApp Business account, with message formats registered in advance as the platform requires. Many customers read WhatsApp more readily than SMS, which often justifies the setup. Email still suits the invoice attachment itself.

How do we avoid sounding like a recovery agent?

Keep early messages short, factual and signed by your business rather than by a system. Attach the invoice so the customer can check it. The automatic ladder should end well before the tone turns sharp, and a person makes the call after that.

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