Appointment Automations
Creating a 7-Day Appointment Reminder Automation
Learn how to create a date-based automation that sends contacts an appointment reminder 7 days before their scheduled appointment, helping reduce no-shows and keep your calendar on track.
🔍 Tip: Want to refine who receives this reminder (e.g., clients only or specific appointment types)? Review our Conditions article for a full breakdown of filtering options.
Post Seminar Appointment Automation
Let’s say you’ve just hosted a seminar, and an attendee books an appointment afterward. We want Swivel to automatically follow up with a confirmation text and email.
Annual Review Automation - Carrier Specific