1. Booking Confirmation Reminders

The primary reminder flow. Once a lead books an appointment, Charlie sends a series of timed messages prompting the lead to confirm by responding with "YES."

Default message sequence:

  • 48 hours before the meeting — Initial confirmation request

  • 24 hours before — Follow-up reminder

  • 22.5 hours before — Second follow-up

  • 21.75 hours before — Third follow-up

  • 8 hours before — Final reminder

If confirmed: Charlie sends a thank-you message and stops further reminders.

If not confirmed 4 hours prior: Charlie can optionally cancel the appointment and notify the lead (if "Cancel unconfirmed appointment" is toggled on).

2. Confirmed Booking Reminders

Once a lead has confirmed their appointment (by responding "YES"), this second layer of reminders ensures they don't forget:

• Sent at strategic intervals after confirmation

• Lighter touch — these are simple "see you soon" reminders, not requests for action

• Helps reinforce commitment after the lead has already confirmed

3. Confirmation Response Messages

These are the intelligent responses Charlie sends based on how the lead replies to the confirmation request:

• "YES" response: Charlie acknowledges the confirmation with a personalized thank-you

• Reschedule request: Charlie handles the reschedule flow conversationally

• Cancellation request: Charlie processes the cancellation and can attempt to recover the booking

• Questions or objections: Charlie uses AI to understand and respond appropriately