Ivorey™ calendars have built-in email or sms notifications that can send confirmation emails and reminders when someone books an appointment through your calendars. You can set these up by following our Calendar Master Help Guide.
But if you’d like to go beyond the basics - such as sending nurture emails leading up to a booking, or even follow-up emails after the appointment has taken place - you can do this via workflows. This training will show you how!
Click here for the written steps
Click here for the written steps
Go to Automations > Workflows > Create Workflow, choose Start from Scratch, and give it a clear name.
Add Trigger > Customer Booked Appointment > then in the filter dropdown, select the specific calendar you want this to apply to. If no filter is applied, this workflow will trigger for any appointment thats booked through any Ivorey calendar.
Add an Action > Send Email. Either:
Write the email directly and personalise it with custom values (e.g.
{{contact.first_name}}).Or select a branded email template that you've created under Marketing > Emails > Templates.
Control timing by adding the "Wait" action in anywhere you'd like a delay to occur:
No wait = email sends immediately.
Time delay (e.g. wait 1 day).
Event/Appointment based (e.g. 2 days before, 1 hour before, or 1 day after the appointment).
Ensure you use the correct Wait type. Please watch the video to find out what your calendar type is, as this is an important distinction. If this appointment is booked through an Ivorey:
Meeting Calendar → use Event / Appointment Time.
Service Calendar → use Event / Service Booking Time.
Continue building the sequence with additional Wait + Email (or SMS) steps until you’ve mapped out the full journey.
Once finished, toggle to 'Publish' mode then hit [Save].
Need Help?
Hit the support chat widget inside Ivorey - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍