Reminders that go out on time, every time
A scheduled workflow sends the reminder email and text — appointments, renewals, payments.
The problem
Sound familiar?
“No-shows happen because the reminder depends on someone remembering to send it.”
“Renewal dates live in a spreadsheet; customers hear from us after the deadline, not before.”
What the workflow does
A workflow on a schedule sends the reminders for you: the text the day before, the email the week before, and a task when a reply needs a person. It runs on the calendar, not on a sticky note.
Setup
How it works in Canopy
- 1. Give the workflow a schedule. In Workflows, start from the schedule trigger — daily at a set time is enough for most reminder runs.
- 2. Pick who gets reminded. Filter to the appointments, renewals or invoices that are due inside the window you choose.
- 3. Send the text and the email. A send-SMS step for the near-term nudge, a send-email step for the fuller notice.
- 4. Flag the ones that need a person. End with a task for confirmations and replies, so nothing reminds twice or falls through.
Sample
Sample conversation, illustrative
Workflow — 7 days before
Email: “Your annual service visit is booked for the 14th. Reply to reschedule.”
Workflow — 1 day before
SMS: “Tomorrow 9:40 am — oil change and brake check. Reply R to reschedule.”
Customer
see you then
Workflow
Confirmed — no task created, the slot holds.
Which plan
The plans that carry this.
Engage
Recommended
$89 /user/mo
billed monthly
14-day free trial
Automate
$99 /user/mo
billed monthly
