Use cases / Send checklists

Send the checklist ahead of time

The situation

The customer shows up to the photo shoot in a wrinkled shirt, to the tax appointment without receipts, to the RV pickup without a driver's license. Every time, it costs you time, patience, and sometimes the whole appointment - when a single five-point list would have done the job, had it arrived in time. Send it by email and it gets buried; the paper note just stays stuck to the fridge.

How SmartChat solves it

With SmartChat, you send your checklist as a WhatsApp message at exactly the right moment before the appointment - right onto the phone your customer carries everywhere. With a 98% open rate it actually gets read, and with your Google Calendar connected, SmartChat also sends a reminder for the appointment itself. On the Basic plan and up, the list goes out automatically whenever an appointment is coming up.

Set up in 3 steps

  1. 1

    Write a short list of no more than five points for each appointment type - the things the customer should handle beforehand.

  2. 2

    Send the checklist one to two days before the appointment, while there's still enough time left to prepare.

  3. 3

    Connect your Google Calendar so the appointment reminder and checklist reliably go out at the right time.

Best suited for

PhotographersTax firmsAuto repair shopsDriving schoolsMoving companiesWedding planners

Womit du das umsetzt

FAQs

How long should a checklist be?

As short as possible: three to five points get read and get done. Anything longer starts to feel like work - if in doubt, split long lists across two messages.

Can the checklist be sent automatically?

Yes, on the Basic plan and up you can set up automations that send the right list before every appointment. Appointment reminders run through your connected Google Calendar.

What do I actually get out of this?

Prepared customers mean punctual, friction-free appointments: no missing documents, no idle time, fewer rescheduled appointments - and a business that comes across as professional.

How fast can I set this up?

SmartChat is ready to go in under 60 seconds. You type your first checklist once, save it as a template, and from then on send it with a few clicks or fully automatically.

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