From enquiry to appointment

Confirmations and reminders: helping appointments go ahead

Set clear expectations, give the details people need, and make changes easy.

Illustrative: the route from an enquiry arriving to an appointment in the diary. Timings shown are examples.

A confirmation records what you agreed. A reminder brings it back to mind nearer the day. Both should say when, where, what it involves and how to get hold of you if plans change. They help people turn up. They cannot make an awkward appointment convenient or prove a message arrived. You also need a way to handle cancellations, changes, and changes you make — with someone checking the diary and the messages still agree.

Make the agreement clear

Name the business and the appointment. Give the full date and time, and the address or joining link. Add the time zone if there is any doubt. If it is an arrival window rather than a start time, say so.

Say what they need to prepare, and any charge or conditions. A quote visit must not read like the job is booked. If someone still has to approve it, call it a request, not a confirmation.

Keep it short. Link to longer preparation notes if you need to, but keep the essentials in the message. Nobody should have to reconcile three emails to work out the time.

Example: confirm, remind, change

Fictional messages for a free first visit about a garden project. They show the wording and who owns what — not a standard Job Growth Lab schedule.

Confirmation: “Your first garden visit is confirmed for Thursday 24 September 2026 at 10am, at the address we agreed. We have allowed 45 minutes to talk through the project. This is not a work appointment and there is no charge. Please have any ideas ready. To change or cancel, use the contact details in this message.”

Reminder: “A reminder of your garden visit tomorrow, Thursday 24 September, at 10am. Let us know if that no longer suits, or if access has changed.”

Say they ask to move it. The team checks alternatives, agrees a new time and updates the diary. A fresh confirmation states the new arrangement. The old reminders get cancelled.

The whole change is the point. “We’ll look into moving it” is not a new appointment. Until the replacement is confirmed, tell the customer exactly what still stands and what is pending.

Time them around the job

There is no universal reminder schedule. Think about how far ahead people book, what they need to prepare, and how much notice lets you refill the slot. A same-morning booking is not a three-week one.

More messages are not better messages. Watch for duplicates from two systems, or a reminder for an appointment that already moved. Ask what each message adds.

Preferences and contact details matter too. Check them when you book, and offer another route if the usual one will not work. A delivery report is not proof anyone read it.

What the research does and does not show

A 2013 Cochrane review looked at text reminders for healthcare appointments: eight randomised trials, 6,615 people. It found low- to moderate-quality evidence that texts improved attendance compared with no reminder or a letter. Read the Cochrane review.

That is healthcare, not a salon, a surveyor or a plumber. It is a reason to try reminders, not a prediction of the same effect, timing or wording. Measure your own appointments before claiming anything.

Keep reminders about the appointment. The ICO separates service messages from direct marketing. Bolt an offer on and the rules change.

Changes need an owner

Someone has to read replies, process cancellations and confirm new times. “Reply to reschedule” is misleading if nobody watches that inbox. Give the real route and when it is checked.

Your own changes need the same care. If the fitter is off, move the appointment and tell the customer — do not let an automatic reminder repeat a dead arrangement. Confirm the replacement before calling it settled.

Job Growth Lab supports confirmations and reminders. You agree the appointment details, the preparation notes and who handles changes. Timing, reply routes and automatic rescheduling get confirmed for your setup. Not every reminder tool can hold a conversation.

Keep no-shows and changes apart

Record attended, cancelled, rescheduled and missed consistently. A cancellation with two days’ notice is not a no-show. A rescheduled appointment is one visit, not two.

Compare like with like. If several no-shows share a confusing address instruction, fix the instruction. If you keep moving appointments yourself, look at capacity — not at sending more reminders.

Read the feedback too. A process that annoys people needs changing even if attendance looks fine. The goal is an appointment that works for both sides.

Check your appointment messages

  • Do they give the date, time, place and purpose without ambiguity?
  • Can the customer cancel or move it through a route that works?
  • Do old reminders stop when the appointment changes?
  • Who reads replies and records whether it happened?