Packaged service · Fixed scope
Appointment Automation
Connect bookings with your CRM and calendar, then automate confirmations, reminders, and the actions that happen around each appointment.
Fixed price
$590
3–5 business days
3 revision rounds included
14-day bug-fix period
The service
What this package actually does
We connect one booking flow to your CRM and calendar, then automate the operational steps around the appointment: contact updates, confirmations, reminders, and one post-booking or post-meeting action. Timing, messages, CRM stages, and tools can be customized within the package.
Bookings update the CRM automatically.
Calendar and contact data stay aligned.
Customers receive consistent confirmations and reminders.
Your team can trigger a defined action when an appointment is booked, canceled, or completed.
What is included
- Booking connection
- CRM update
- Calendar sync
- Reminder flow
Good fit when
- Sales or service teams booking calls manually.
- Businesses with no-shows caused by inconsistent reminders.
- Teams that want appointment status reflected inside the CRM.
Implementation
How we deliver it
The package has a defined result, but we adapt the implementation to your existing systems and business rules.
- 01
Map the booking lifecycle
We define what should happen when an appointment is booked, changed, canceled, or completed.
- 02
Connect calendar and CRM
We map contact and appointment data between the selected booking tool and CRM.
- 03
Configure reminders
We build the agreed confirmation and reminder sequence using supported channels.
- 04
Test timing and states
We verify appointment states, timing windows, and CRM updates before handoff.
Configure it
Keep the outcome. Swap the tools.
Choose the platforms that match your current stack. The fixed price assumes one option from each category and the scope described on this page. If your stack is not listed, select “Other” and we will verify whether it still fits the package before work begins.
Scope boundary
What is not included in the fixed price
These items can still be done, but they turn the engagement into additional scope and are quoted before we proceed.
- Multi-location scheduling architecture
- Complex custom availability engine
- Call-center or dispatch software
- SMS, email, CRM, or scheduler subscription fees
Revisions & support
Three revision rounds are included
A revision is an adjustment to the agreed workflow, logic, mappings, messages, filters, or configuration. A new integration, a separate workflow, a new feature, or a material change to the original outcome is additional scope. After approval, the package also includes a 14-day period for fixing bugs in the delivered implementation.
Need something beyond this package?
If you need multiple systems, custom application logic, or a broader automation program, we can scope it as a custom project instead of forcing it into a fixed-price package.