Add Reschedule and Cancel Links to Reminders So Clients Self-Serve
Put the reschedule and cancellation merge fields in your appointment reminders so clients change their own bookings and the slot reopens before it goes empty.
Tag a contact when they ask to stop, and a workflow using the Enable/Disable DND action turns off messaging so nobody has to remember.
Not every opt-out arrives as a STOP text. Someone tells your front desk on the phone, replies to an email, or mentions it at the door. The Enable/Disable DND action in a workflow lets you turn off messaging for that contact from a single tag.
This matters because until someone updates the contact record, your reminders, follow-ups and campaigns keep going out. A tag is something any team member can add in a few seconds. The workflow does the rest, so the opt-out does not depend on whoever remembers to open the contact and change the settings by hand.
Build it with the Contact Tag trigger set to a tag such as opt-out-requested, then add the Enable/Disable DND action and choose which channels to turn off. Add an Internal Notification so a manager knows it happened. One caveat: the action only changes the contact's DND setting. It does not delete the contact or remove them from other lists, and you should still train staff to add the tag the same day they hear the request. Test it on your own contact record first.
Clinics, home service companies, salons and any team where staff hear opt-out requests by phone or in person.
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Put the reschedule and cancellation merge fields in your appointment reminders so clients change their own bookings and the slot reopens before it goes empty.
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