Onboarding OS Internal

Internal Notifications | SMS Sequence

1 | Onboarding | Notify Internal | Scheduled | Instant | SMS 🫶💬🔔

Nice, {{contact.name}} just booked an onboarding call for {{appointment.start_time}}.
Check {{ custom_values.__name_of_os }} for details.

2 | Onboarding | Notify Internal | No Show | Instant | SMS 🫶💬🔔

Hey team, just a heads-up. {{contact.name}} missed their onboarding call at {{appointment.start_time}}. Check {{ custom_values.__name_of_os }} for details.

3 | Onboarding | Notify Internal | Canceled | Instant | SMS 🫶💬🔔

{{contact.name}} canceled their onboarding call at {{appointment.start_time}}.
Check {{ custom_values.__name_of_os }} for details.

4 | Onboarding | Notify Internal | Update Appt Status | Instant | SMS 🫶💬🔔

How did the onboarding call with {{contact.name}} go?
No-Show? {{trigger_link.srywwY2aaLBG0naPfntv}}
Showed Up? {{trigger_link.yNfGUna5HTg4AoLJ7wuo}}

5 | Onboarding | Notify Internal | Appt Status Showed | Instant | SMS 🫶💬🔔

{{contact.name}} is marked as shown! Keep the momentum going.

6 | Onboarding | Notify Internal | Appt Status No Show | Instant | SMS 🫶💬🔔

{{contact.name}} is marked as a no-show! Time to follow up or move on.

Internal Notifications | Email Sequence

1 | Onboarding | Notify Internal | Scheduled | Instant | Email 🫶📧🔔

Subject: New Onboarding Call Scheduled – {{contact.name}}
Preview: {{contact.name}} booked an onboarding call
Body:
Hey team,
{{contact.name}} just booked an onboarding call for {{appointment.start_time}}.
Check {{ custom_values.__name_of_os }} for details.

1 | Onboarding | Notify Internal | No Show | Instant | Email 🫶📧🔔

Subject: {{contact.name}} Missed Their Onboarding Call
Preview: Heads-up, {{contact.name}} was a no-show
Body:
Hey team,
Just a quick update—{{contact.name}} missed their onboarding call at {{appointment.start_time}}.
Check {{ custom_values.__name_of_os }} for details.

1 | Onboarding | Notify Internal | Canceled | Instant | Email 🫶📧🔔

Subject: {{contact.name}} Canceled Their Onboarding Call
Preview: {{contact.name}} canceled their scheduled call
Body:
Hey team,
{{contact.name}} canceled their onboarding call at {{appointment.start_time}}.
Check {{ custom_values.__name_of_os }} for details.

1 | Onboarding | Notify Internal | Update Appt Status | Instant | Email 🫶📧🔔

Subject: What Happened with {{contact.name}}?
Preview Text: Quick update—did {{contact.name}} show up?
Body:
Hey, quick one—how did the onboarding call with {{contact.name}} go?
No-Show? {{trigger_link.srywwY2aaLBG0naPfntv}}
Showed Up? {{trigger_link.yNfGUna5HTg4AoLJ7wuo}}
Hit the right button and keep things moving.
Nice work,
{{location.name}}

Slack Notifications

1 | Notify Internal | Onboarding Scheduled | Slack 🔔

Client Onboarding Call Booked
Nice, {{contact.name}} just locked in an onboarding call for {{appointment.start_time}}.
Details:
  • Instagram: {{contact.instagram}}
  • Website: {{contact.website}}
  • Calendar ID: {{calendar.name}}
  • Assigned User: {{appointment.user.name}}
Check {{ custom_values.__name_of_os }} for details

2 | Notify Internal | Onboarding No Show | Slack 🔔

Onboarding Call No Show
{{contact.name}} missed their onboarding call.
Check {{ custom_values.__name_of_os }} for details

3 | Notify Internal | Onboarding Canceled | Slack 🔔

Onboarding Call Canceled
{{contact.name}} canceled their onboarding call.
Check {{ custom_values.__name_of_os }} for details