Booking Confirmation Flow

Generate 2 reminder email touches for upcoming B2B meetings. 48hr-before reminder: full agenda recap, attendee list, add-to-calendar links (iCal + Google + Outlook), location/conferencing details, and a reschedule link. 24hr-before reminder: lighter — just the meeting time, conferencing link, and a low-friction reschedule button. Send-from: the meeting host. Tone: professional, confirming.

Generate a 2-hour-before SMS reminder. Format: under 160 chars. Include meeting time, conferencing link (shortened), and a reply-RESCHEDULE option. Example:

Build a 3-touch journey triggered by meeting_scheduled, with all touches timed relative to meeting_start_time. Touch 1: 48hr email reminder (skip if meeting is sooner than 48hr at scheduling time). Touch 2: 24hr email reminder. Touch 3: 2hr SMS reminder (only if user has SMS opt-in). Exit conditions: meeting_completed, meeting_cancelled, or user opted out. If meeting is rescheduled, recompute all touch times from the new meeting_start_time.

Create a workflow firing on meeting_scheduled. Step sequence: (1) post host notification to Slack with meeting details and a link to the user record; (2) link the meeting to the open deal if one exists for the user

Compose a dashboard tracking meeting show-rate: overall show-rate by reminder cadence completeness (how many of the 3 reminders were delivered before the meeting), email reminder open/click rates, SMS reminder reply rate, and reschedule rate. Break down by meeting type and rep. Compare show-rate for meetings with vs. without the full reminder ladder (this is the proof-of-value chart).