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Confirm · Remind · Reschedule · 93% Device Reach

Appointments & Rescheduling - Confirm, Remind, and Reschedule with Salesforce SMS

No-Shows and Repeat Site Visits Are Costly - Help Customers Reschedule and Free Up Time for Serious Ones.

Automate bookings, reminders, slot selection, cancellations, and field data capture before every appointment — all over SMS or with chatbots, natively inside Salesforce, with up to 93% device reach.

4.9/5.0
1,200+ AgentExchange reviews
60K+ users
Appointments & Rescheduling SMS Flow
93%
SMS reaches up to 93% of devices. SMS reminders pop up on the home screens and notification bars of most devices - making them the most reliable channel for appointment confirmations, reminders, and rescheduling prompts. No app download required, no email inbox to check. The reminder lands where the customer is already looking.
93%
SMS Device Reach
Auto
Slot Offers & Booking
Zero
No-Shows Tolerated
Chatbot
Book Demos or Appointments
1-Key
Confirm, Reschedule, Cancel
APPOINTMENT AUTOMATION WORKFLOW · SALESFORCE-NATIVE
  • 1
    Automatically Send Slots for the Customer to Pick From
    When you automate bookings with 360 SMS, you can automate what slots the customer can pick from - sent automatically, replied to with a single keypress.
  • 2
    Receive Confirmations - Automatically
    Customer replies with their chosen slot number. Confirmation is sent back automatically. Salesforce records the appointment without any manual rep action.
  • 3
    Send Reminders with Reschedule & Cancel Options
    Send reminders at configured intervals. Include options to confirm presence, reschedule another slot, or cancel - all responded to with a single keypress.
  • 4
    Capture Field Data Before the Appointment
    Keep meetings short and meaningful by collecting important field data beforehand using dynamic questions and answers sent through SMS or chatbots - so every appointment starts informed.
More appointments booked, fewer no-shows, shorter meetings - all automated inside Salesforce

Book More Appointments That Result in Business - With Zero Manual Effort

No-shows and repeat site visits are costly and hold up business. When you automate bookings, reminders, and cancellations for appointments with 360 SMS, you offer customers the right slots automatically, depend on SMS's unmatched 93% device reach, and capture field data before the appointment to keep every meeting short and meaningful.

Every step runs automatically inside Salesforce

Automated messages and chatbots let you book more appointments, schedule and reschedule, send available slots to choose from, receive confirmations, and send reminders with options to reschedule along with the alert - so your team focuses on the meeting, not the coordination around it.

Everything You Need to Book More Appointments That Convert

Slot selection, confirmations, reminders, rescheduling, cancellations, and pre-appointment data capture - all automated over SMS

Automated Slot Offers & Booking

Send available appointment slots automatically. Customers reply with a single keypress to confirm their slot. The booking is recorded in Salesforce without any manual rep input - done in seconds, not minutes.

Reminders with Reschedule Options

Send appointment reminders at configured intervals. Include options to confirm presence, reschedule to another slot, or cancel - all handled with a single keypress reply that updates Salesforce automatically.

Pre-Appointment Field Data Capture

Keep meetings short and meaningful by collecting important field data beforehand. Use dynamic SMS questions and answers to gather what your team needs before the appointment starts - no forms, no friction.

93% Device Reach via SMS

Depend on SMS for reminders. With up to 93% device reach, SMS reminders pop up on home screens and notification bars of most devices - ensuring customers never miss a reminder regardless of which app they have installed.

Appointment Booking SMS Flow in Action
TWO TYPES OF APPOINTMENTS COVERED

Office Appointments & Callbacks - Both Automated, Both Inside Salesforce

360 SMS covers both appointment types. For office appointments, book customers at your place of business or practice - patients for medical check-ups, home-buyers for open houses, students for counselling, loan-seekers with officers. For callbacks and site visits, check customer availability for a call or home visit by service personnel - appliance maintenance, at-home check-ups, property valuations, and sales callbacks.

All of these work the same way: offer slots, receive a keypress confirmation, send a reminder with reschedule and cancel options, capture field data dynamically before the appointment, and let Salesforce handle the record - zero manual coordination from your team.

Appointment Automation for Every Customer-Facing Team

From medical practices to real estate teams, from loan officers to field service crews - every team that books appointments benefits from automated SMS confirmation and rescheduling.

Patients for Medical Check-Ups

Send available appointment slots to patients automatically. Receive keypress confirmations, send reminders with reschedule options, and capture any pre-appointment health information via SMS before the visit begins.

Home-Buyers for Open Houses & Site Visits

Book open-house and property site visit appointments over SMS. Stop agents showing up to empty appointments by sending automated day-before and day-of reminders with a reschedule option already included.

Students for Counseling & Enrollment

Automate appointment booking for student counseling and enrollment sessions. Capture pre-session information via dynamic SMS questions so every counselor starts the appointment fully briefed.

Loan-Seekers with Loan Officers

Book approval meetings between loan-seekers and loan officers automatically. Collect financial details over SMS before the appointment starts. Keeps the meeting on track — no document hunting mid-conversation.

Appliance Maintenance & Installation

Check customer availability for at-home maintenance and installation visits. Send available technician slots, receive keypress confirmations, and capture pre-visit details to ensure the right parts and tools arrive on the first call.

Sales Callbacks After Inquiries

Check customer availability for a callback by sales personnel after a sales inquiry. Offer specific callback windows, confirm the slot, and send a reminder before the call - so the prospect is ready when your rep dials.

A No-Show Is Not Bad Luck - It's a Failure of the Reminder System

Most no-shows happen not because customers aren't interested, but because they forgot, couldn't find a way to reschedule easily, or weren't reminded at the right time on the right channel. 360 SMS appointment automation removes all three causes - sending reminders via the channel that reaches 93% of devices, making rescheduling a single keypress, and capturing data beforehand so even last-minute reschedules don't waste the slot.

Everything Appointment Automation brings to the table
Automated Slot Offers - Send available slots and receive keypress confirmations - zero rep effort per booking
93% Device Reach - SMS reminders pop up on home screens and notification bars - the highest-reach reminder channel available
One-Keypress Reschedule & Cancel - Customers confirm, reschedule, or cancel with a single reply - Salesforce updates automatically
Pre-Appointment Field Data Capture - Dynamic SMS questions collect what your team needs before the meeting starts
Both Appointment Types Covered - Office appointments and callbacks or site visits - fully automated for any customer-facing team
Salesforce-Native - Every booking, confirmation, reschedule, and cancellation updates Salesforce records automatically
Help Your Customer Reschedule - Free Up Your Time for Serious Customers, Inside Salesforce

Book a demo • Get the App • 60K+ teams on Salesforce • 1,200+ AgentExchange reviews

STOP LOSING BUSINESS TO NO-SHOWS

Every No-Show Is a Slot You Could Have Filled - If the Reminder Had Been Better

A customer who no-shows wasn't necessarily a bad lead. They got busy, they forgot, they couldn't find your number to reschedule, or your email reminder went straight to spam. SMS appointment automation closes all of those gaps - reaching 93% of devices directly on the home screen, making rescheduling a single keypress, and keeping customers engaged before every appointment with dynamic pre-visit questions.

93% Device Reach 1-Keypress Reschedule Auto Slot Offers Pre-Appt Data Capture Salesforce-Native Chatbot Support

"Help your customer reschedule - free up your time for serious customers, all inside Salesforce."


With up to 93% device reach, SMS reminders pop up on the home screens and notification bars of most devices. 360 SMS appointment automation lets you send available slots, receive keypress confirmations, send reminders with reschedule options, capture pre-appointment field data, and automatically cancel or book - all from within Salesforce, zero manual rep effort.

Help your customer reschedule — free up your time for serious customers

Get the App · Ask for a Demo · 60K+ users on Salesforce · 1,200+ AppExchange reviews

Frequently Asked Questions

Everything you need to know about Appointments & Rescheduling in Salesforce with 360 SMS

1. How do I confirm an appointment via Salesforce text?
2. How do you send Salesforce appointment confirmation messages and reminders?
3. What is a Salesforce service appointment?
4. What is an appointment in CRM and Salesforce?
5. Why is SMS better than email for appointment reminders?
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