GHL Booking Confirmation & Reminder Workflow
Trigger
- Appointment Status: Confirmed
- Calendar: Discovery Call calendar
SMS + Email Sequence
Immediately after booking:
- SMS 1: "Booked! Your Google Meet with [Scott] is all set for [appointment date/time]. This reflects your time zone. [Google Meet Link]"
- Email 1: Booking confirmation with appointment details, Google Meet link, and reply-yes CTA
2 minutes after booking:
- SMS 2: "Hey [first name], Scott here again. Just double checking you've got the Google Meet on your calendar so nothing slips through the cracks."
24 hours before appointment:
- SMS 3: "Hey [first name], we have a call tomorrow. See you then."
- Email 2: Reminder with meeting link
1 hour before appointment:
- SMS 4: "See you on the meet in an hour. Just sent the link to your email in case you can't find it."
- Email 3: 1-hour reminder with link
5 minutes before appointment:
- SMS 5: "I'll send it over in 5 minutes as well in case you want to join on your phone. Here it is as well: [link]"
At appointment time:
- SMS 6: "Talk to you in 10 if possible. Joining on laptop/computer is better. Here's a link to join on your phone if you need to: [link]"
- SMS 7: "I'm on the meet whenever you're ready. Here's a link if you want to join on phone too: [link]"
Key Configuration Notes
- Use
{{appointment.startTime}}for dynamic time display - Use
{{contact.first_name}}for personalization - From name should match the person taking the call (e.g., Scott)
- Set up SMTP with Gmail app passwords (not GHL native) for email sending
- CRITICAL: Add wait nodes back before publishing — removing them for testing caused a real prospect to get ALL messages instantly ("nuked")
- Use custom values for the Google Meet link and rebooking calendar link
- Gate SMS sends within business hours (8am-5pm)
Email Configuration
- From Email: Use shared email (e.g., hello@ironautomations.com) with aliases
- Gmail SMTP with app passwords
- Variables:
{{appointment.user.first_name}},{{appointment.user.email}}
Testing Protocol
- Create test contact
- Book appointment on calendar
- Verify SMS and email delivery
- Check custom values resolve correctly
- Always coordinate with team — if someone books a real lead while you're testing without wait nodes, they get blasted