← Skills

appointment-scheduling

Automated booking and calendar management for sales calls

Used by

Skill: Appointment Scheduling

Agent: Devin (Delivery Ops) Purpose: Automated booking, reminders, and no-show reduction Category: Core Deliverable #3


Build Steps

1. Booking System Setup

  • Connect to scheduling platform (Calendly, Cal.com, Google Calendar, or custom)
  • Define available time slots based on client's business hours
  • Set buffer time between appointments (configurable per client)
  • Configure booking confirmation page

2. Automated Reminders

  • 24 hours before: SMS + email reminder with appointment details and reschedule link
  • 1 hour before: SMS-only reminder
  • If no-show detected (15 min past time): Auto-send "we missed you" message with rebooking link

3. CRM Sync

  • Booking creates/updates CRM contact with appointment details
  • Pipeline stage: "Meeting Booked"
  • Auto-create follow-up task for after the appointment

4. Intake Form (Optional)

  • Pre-appointment form collecting: name, service needed, urgency, preferred contact method
  • Form responses auto-attach to CRM contact record

Testing Checklist

  • Booking creates calendar event correctly
  • Confirmation email/SMS fires on booking
  • 24h and 1h reminders fire on schedule
  • Reschedule link works and updates calendar
  • No-show detection and rebooking message fires
  • CRM contact updated with appointment data
View raw SKILL.md
# Skill: Appointment Scheduling

**Agent:** Devin (Delivery Ops)
**Purpose:** Automated booking, reminders, and no-show reduction
**Category:** Core Deliverable #3

---

## Build Steps

### 1. Booking System Setup
- Connect to scheduling platform (Calendly, Cal.com, Google Calendar, or custom)
- Define available time slots based on client's business hours
- Set buffer time between appointments (configurable per client)
- Configure booking confirmation page

### 2. Automated Reminders
- **24 hours before:** SMS + email reminder with appointment details and reschedule link
- **1 hour before:** SMS-only reminder
- **If no-show detected (15 min past time):** Auto-send "we missed you" message with rebooking link

### 3. CRM Sync
- Booking creates/updates CRM contact with appointment details
- Pipeline stage: "Meeting Booked"
- Auto-create follow-up task for after the appointment

### 4. Intake Form (Optional)
- Pre-appointment form collecting: name, service needed, urgency, preferred contact method
- Form responses auto-attach to CRM contact record

## Testing Checklist

- [ ] Booking creates calendar event correctly
- [ ] Confirmation email/SMS fires on booking
- [ ] 24h and 1h reminders fire on schedule
- [ ] Reschedule link works and updates calendar
- [ ] No-show detection and rebooking message fires
- [ ] CRM contact updated with appointment data