How to Send SMS 24 Hours Before Appointment

Create an additional database column in the JetAppointment settings to store the user’s phone number.

Go to WordPress Dashboard > Crocoblock > JetPlugins Settings > JetAppointments > Tools. 

Add a new DB column by hitting the corresponding button. Complete the Column name field, and click “Save and update appointments table.”

Next, turn to the booking form in JetFormBuilder, and add a field where a phone number can be entered.

Add a Text Field block to the form. Insert the Field Name, and set the Field Type to “Tel.”

After adding a field, map it to insert its value into the database column, which has been created in the previous step. 

For this, proceed to the JetForm settings and scroll down to the Post Submit Actions. 

Pick the “Insert appointment” action in the selector, and click the pencil icon next to it to call the action settings. Then, add the form field name in the DB Columns Map field. Hit the “Update” button, and also save the form.

Now create an account in Twilio for further integration.

After registration, you can add a phone number from which an SMS will be sent by clicking the “Get phone number” button.

Below this part, you can also see the Account Info tab, in which Account SID and Auth Token are stored, which will be needed for creating integration with Make.

At this point, we can create a Webhook in Make.

Go to the Make website for registration or sign in.

After registering or signing in, you can go to the Scenarios tab to create a new scenario.

Click on the plus icon to call a menu of tools, and select the “Webhooks” option.

Select the “Custom webhook” trigger.

Now press “Create a webhook” and add a name to it.

Then you should see that a webhook has been generated and can now be copied to the clipboard.

Add webhook address to JetAppointment workflow

Now, add the copied webhook to the Appointment Workflow. We will start the action immediately after submitting the form to check whether the SMS has been delivered successfully.

To do so, head to WordPress Dashboard > JetAppointments > Settings, and open the Workflows tab.

Set the “Appointment Created” as Event and “Immediately” as Start. 

Press the “New Action” button. Complete the Action name in the newly appeared settings and select “Call a Webhook” Action. Then paste a copied link to the Webhook URL field.

Then submit the form on the front end to add the appointment fields into the webhook.

After submitting the form, you should see a green message indicating the data from the appointment has been parsed.

After parsing the fields, let’s add another Twilio module.

Choose the “Create a Message” option.

In the option settings, you can customize the Send a message from field. 

Here, select the previously generated phone number in Twilio.

Add form fields into Twilio

The To field determines to which phone number an SMS is sent. 

Add a ‘phone_number’ field so an SMS is sent to the phone number entered by a user.

In the same way, we want the body of the SMS to contain the appointment details data. 

We use the fields parsed earlier when the form was submitted — ‘user_name,’ ‘_service_title,’ ‘user_local_date,’ and ‘user_local_time.’ You can also add other available fields if needed.

Once the body message is completed, enable the scenario schedule by activating the Scheduling toggle. Press the “Schedule setting” icon and select the desired option; more information about the available variants can be found in the Scheduling a scenario article.

After activation, you can save the scenario by pressing a corresponding icon.

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