Send a reminder SMS 2 days before

Objective

You want your clients to receive an automatic reminder SMS 2 days before their appointment. This helps reduce no-shows and improves customer satisfaction.

With Cadulis, this reminder is automated via a scheduled trigger.

Configuration Steps

1. Create a new scheduled trigger

Go to the “Triggers” tab from your activity type configuration.

1. Click on “Add a trigger”
2. Select “Scheduled”
3. Set the frequency: for example, every day at 8am
4. Specify the time condition:
   • Example: “2 days before the intervention (date field)”

💡 Cadulis automatically calculates the target date based on the intervention date.

2. Define the action: send an SMS

1. Choose “Send an SMS” as the action
2. Write your message using personalized variables:

Hello Mr/Ms {customer.name}, your intervention is confirmed for {date}. Your Cadulis team

✨ You can insert variables such as {customer.name}, {date}, {address}…

3. (Optional) Add a custom condition

For example, some users add a custom field on the intervention:

“Is client presence required?”

You can then send the SMS only if this field is set to “yes”.

Advanced condition configuration is detailed in the following guide:
👉 Advanced Trigger