# Origamy playbook spec v1. Reference: /playbooks/spec-format/ spec_version: 1 id: beauty.booking-reminders title: Booking reminders for salons and studios sector: beauty source: kind: synthesized notes: >- No salon has built this with us yet. Built from the booking-form reminder pattern: a booking form, a booking follow-up that copies the slot time onto the client, and hourly segments for the reminders. The cancellation message and the optional WhatsApp versions are new. derived_from: null vocabulary: person: client people: clients group: team summary: >- Clients book through an Origamy booking form. Each booking gets a confirmation, a reminder the day before with your address and phone number, and a short reminder a couple of hours before. A cancellation clears the reminders and sends a kind message with your booking link. when_to_use: - You run a salon, barbershop, nail or lash studio, or spa, and no-shows leave gaps in your day. - Clients book by phone or WhatsApp today and you want them to book through a link instead. - You want reminders by SMS or WhatsApp, not email. requires: data_in: - how: booking_form what: "The booking form this playbook creates. Put its link in your Instagram bio, your WhatsApp status and your Google profile. Each booking saves its time on the client." channels: - channel: sms for: Confirmation, both reminders and the cancellation message needs: An SMS provider, or Origamy managed SMS after business verification (KYC). - channel: whatsapp for: The same four messages, if you switch WhatsApp on needs: A connected WhatsApp Business number, and the four templates approved by Meta. events: - booking.created - booking.cancelled traits: - "{{ params.appointment_trait }}" parameters: - key: org_name ask: true question: What should messages call your salon or studio? label: Business name type: string example: Northwind Salon - key: salon_phone ask: true question: Which number should clients call or message to change a booking? label: Phone for changes type: string example: your salon's phone or WhatsApp number - key: salon_address ask: true question: What address or directions should the day-before reminder include? label: Address type: text example: your street, area and a landmark - key: services ask: true question: What can clients book? Give each a short id and the name clients see. help: Use the same ids as your services in the service catalog. label: Services type: list item_fields: key: { type: string, help: "short id, e.g. braids" } name: { type: string, help: "what clients see on the form" } default: - { key: haircut, name: Haircut } - { key: braids, name: Braids } - { key: manicure, name: Manicure } - { key: facial, name: Facial } - key: use_whatsapp ask: true question: Should reminders go by WhatsApp instead of SMS? help: Needs a connected WhatsApp Business number and Meta approval for four templates. label: Use WhatsApp type: boolean default: false - key: same_day_hours label: Hours before for the second reminder type: hours default: 2 - key: appointment_trait label: Trait that holds the next appointment time type: trait_key default: next_appointment_at - key: greeting_fallback label: Greeting when a first name is missing type: string default: there - key: default_country label: Default phone country on the form type: country_code default: "{{ workspace.country }}" - key: timezone label: Time zone type: timezone default: "{{ workspace.timezone }}" timings: - A booking is confirmed straight away, by SMS or WhatsApp. - The reminders run every hour. - First reminder when the appointment is less than a day away, second when it is less than {{ params.same_day_hours }} hours away. Each client gets each reminder once per appointment. - A cancellation clears the saved time, so no reminder goes out, and sends a short message with your booking link. customer_must: - "Set up your services in the service catalog (length of each, your opening hours), and your stylists if clients choose one. Then open the booking form's time slot question and check every service is bound to the right catalog entry. Booking forms can't be published until that is done." - Publish the booking form and put its link where clients find you. Tell clients the link is the quickest way to book. - "Switch on \"Booking saved\" and \"Booking cancelled\" first: they copy each booking's time onto the client and clear it on a cancellation. The reminders read that time." - "Connect an SMS provider or finish business verification. If you chose WhatsApp, connect your WhatsApp Business number and submit the four WhatsApp templates for Meta approval before switching those follow-ups on." - Book a test appointment with your own phone, check the confirmation, then switch the two reminder follow-ups on. objects: - ref: form_booking kind: form about: The booking form. Service, time slot and a phone number; each booking sends booking.created. body: name: Book an appointment slug: book description: Pick a service and a time that suits you. draft_state: version: 1 meta: { layout: classic, submit_label: Book, success_message: "Thank you! We'll send you a message to confirm your booking." } pages: - id: p1 title: Book with {{ params.org_name }} description: Choose what you'd like done and when. fields: - { id: f_first, key: first_name, type: short_text, label: First name, required: true, maps_to: { mode: custom, key: first_name, trait: true } } - { id: f_phone, key: phone, type: phone, label: Phone number, required: true, maps_to: { mode: mapped, slot: profile.phone }, config: { country_picker: true, default_country: "{{ params.default_country }}", verify: "off" } } - id: f_service key: service type: single_select label: What would you like? required: true maps_to: { mode: mapped, slot: booking.service } options: - $each: params.services $value: { value: "{{ item.key }}", label: "{{ item.name }}" } - { id: f_slot, key: slot, type: date_slot, label: Pick a day and time, required: true, maps_to: { mode: mapped, slot: booking.slot } } - { id: f_notes, key: notes, type: long_text, label: Anything we should know? (optional), required: false, maps_to: { mode: custom, key: booking_notes } } verification_settings: { required: false } - ref: tmpl_confirm_sms kind: template about: Booking confirmation by SMS. body: name: Booking confirmed (SMS) channel: sms category: Appointments style: text status: active subject: "" metadata: {} variables: {} body: "Hi {{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}, you're booked at {{ params.org_name }} for {{ properties.slot_start_ts | date: \"%a %-d %b, %H:%M\" }}. To change it, call {{ params.salon_phone }}. Reply STOP to opt out." - ref: tmpl_confirm_wa kind: template when: { param: use_whatsapp, equals: true } about: Booking confirmation on WhatsApp (needs Meta approval). body: name: Booking confirmed (WhatsApp) channel: whatsapp category: Appointments style: text status: active subject: "" provider_template_id: beauty_booking_confirmed metadata: { whatsapp: { category: UTILITY, language: en, samples: { "1": there, "2": "Sat 8 Nov, 10:00" } } } variables: "1": "{{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}" "2": "{{ properties.slot_start_ts | date: \"%a %-d %b, %H:%M\" }}" body: "Hi {{1}}, you're booked at {{ params.org_name }} for {{2}}. To change it, call {{ params.salon_phone }}." - ref: tmpl_cancel_sms kind: template about: Kind message after a cancellation, with the booking link. body: name: Booking cancelled (SMS) channel: sms category: Appointments style: text status: active subject: "" metadata: {} variables: {} body: "Hi {{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}, your booking at {{ params.org_name }} is cancelled. Sorry we'll miss you. Rebook any time: {{ ref.form_booking.url }} Reply STOP to opt out." - ref: tmpl_cancel_wa kind: template when: { param: use_whatsapp, equals: true } about: Cancellation message on WhatsApp (needs Meta approval). body: name: Booking cancelled (WhatsApp) channel: whatsapp category: Appointments style: text status: active subject: "" provider_template_id: beauty_booking_cancelled metadata: { whatsapp: { category: UTILITY, language: en, samples: { "1": there } } } variables: "1": "{{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}" body: "Hi {{1}}, your booking at {{ params.org_name }} is cancelled. Sorry we'll miss you. You can rebook any time: {{ ref.form_booking.url }}" - ref: wf_booked kind: workflow about: When a booking comes in, save its time on the client and confirm it. body: name: "Booking saved" description: Copies each booking's time onto the client and sends the confirmation. enabled: false trigger_type: event trigger_config: { event_name: booking.created, form_id: "{{ ref.form_booking.id }}" } steps: - { id: s1, type: action, config: { action_type: set_trait, traits: { "{{ params.appointment_trait }}": "{{ properties.slot_start_ts }}" } } } - { id: s2, type: action, when: { param: use_whatsapp, equals: false }, config: { action_type: send_message, channel_config: { mode: single, single: { channel: sms, template_id: "{{ ref.tmpl_confirm_sms.id }}" } } } } - { id: s3, type: action, when: { param: use_whatsapp, equals: true }, config: { action_type: send_message, channel_config: { mode: single, single: { channel: whatsapp, template_id: "{{ ref.tmpl_confirm_wa.id }}" } } } } re_entry_policy: every_time re_entry_cooldown_hours: 0 goal: {} exit_conditions: [] - ref: wf_cancelled kind: workflow about: A cancelled booking clears the saved time and sends a kind rebooking message. body: name: "Booking cancelled" description: Clears the saved appointment time when a booking is cancelled and says sorry. enabled: false trigger_type: event trigger_config: { event_name: booking.cancelled, form_id: "{{ ref.form_booking.id }}" } steps: - { id: s1, type: action, config: { action_type: set_trait, traits: { "{{ params.appointment_trait }}": "" } } } - { id: s2, type: action, when: { param: use_whatsapp, equals: false }, config: { action_type: send_message, channel_config: { mode: single, single: { channel: sms, template_id: "{{ ref.tmpl_cancel_sms.id }}" } } } } - { id: s3, type: action, when: { param: use_whatsapp, equals: true }, config: { action_type: send_message, channel_config: { mode: single, single: { channel: whatsapp, template_id: "{{ ref.tmpl_cancel_wa.id }}" } } } } re_entry_policy: every_time re_entry_cooldown_hours: 0 goal: {} exit_conditions: [] - ref: seg_tomorrow kind: segment about: Appointment within the next day. body: name: Appointment within a day description: "{{ params.appointment_trait }} within the next 24 hours." segment_type: dynamic status: active definition: operator: and conditions: - { type: trait, trait_key: "{{ params.appointment_trait }}", cond_operator: within_next, value: 1d } - ref: seg_soon kind: segment about: Appointment within a few hours. body: name: Appointment within hours description: "{{ params.appointment_trait }} within the next {{ params.same_day_hours }} hours." segment_type: dynamic status: active definition: operator: and conditions: - { type: trait, trait_key: "{{ params.appointment_trait }}", cond_operator: within_next, value: "{{ params.same_day_hours }}h" } - ref: tmpl_day_before_sms kind: template about: Day-before reminder with address and how to change the booking. body: name: Appointment tomorrow (SMS) channel: sms category: Appointments style: text status: active subject: "" metadata: {} variables: {} body: "Hi {{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}, a reminder of your appointment at {{ params.org_name }} on {{ traits.{{ params.appointment_trait }} | date: \"%a %-d %b, %H:%M\" }}. We're at {{ params.salon_address }}. To change it, reply or call {{ params.salon_phone }}. Reply STOP to opt out." - ref: tmpl_day_before_wa kind: template when: { param: use_whatsapp, equals: true } about: Day-before reminder on WhatsApp (needs Meta approval). body: name: Appointment tomorrow (WhatsApp) channel: whatsapp category: Appointments style: text status: active subject: "" provider_template_id: beauty_reminder_day_before metadata: { whatsapp: { category: UTILITY, language: en, samples: { "1": there, "2": "Sat 8 Nov, 10:00" } } } variables: "1": "{{ traits.first_name | default: \"{{ params.greeting_fallback }}\" }}" "2": "{{ traits.{{ params.appointment_trait }} | date: \"%a %-d %b, %H:%M\" }}" body: "Hi {{1}}, a reminder of your appointment at {{ params.org_name }} on {{2}}. We're at {{ params.salon_address }}. To change it, reply here or call {{ params.salon_phone }}." - ref: tmpl_same_day_sms kind: template about: Short reminder a couple of hours before. body: name: Appointment today (SMS) channel: sms category: Appointments style: text status: active subject: "" metadata: {} variables: {} body: "{{ params.org_name }}: see you at {{ traits.{{ params.appointment_trait }} | date: \"%H:%M\" }} today. Running late or can't come? Call {{ params.salon_phone }}. Reply STOP to opt out." - ref: tmpl_same_day_wa kind: template when: { param: use_whatsapp, equals: true } about: Short reminder on WhatsApp (needs Meta approval). body: name: Appointment today (WhatsApp) channel: whatsapp category: Appointments style: text status: active subject: "" provider_template_id: beauty_reminder_same_day metadata: { whatsapp: { category: UTILITY, language: en, samples: { "1": "10:00" } } } variables: "1": "{{ traits.{{ params.appointment_trait }} | date: \"%H:%M\" }}" body: "{{ params.org_name }}: see you at {{1}} today. Running late or can't come? Reply here or call {{ params.salon_phone }}." - ref: wf_day_before kind: workflow about: Hourly run over "within a day"; one reminder per appointment. body: name: "Appointment reminder: a day before" description: Every hour, a reminder to clients whose appointment is less than a day away. enabled: false trigger_type: schedule trigger_config: { segment_id: "{{ ref.seg_tomorrow.id }}", rrule: FREQ=HOURLY, starts_at: "{{ workspace.tomorrow }}T07:00", timezone: "{{ params.timezone }}" } steps: - { id: s1, type: action, when: { param: use_whatsapp, equals: false }, config: { action_type: send_message, channel_config: { mode: single, single: { channel: sms, template_id: "{{ ref.tmpl_day_before_sms.id }}" } } } } - { id: s2, type: action, when: { param: use_whatsapp, equals: true }, config: { action_type: send_message, channel_config: { mode: single, single: { channel: whatsapp, template_id: "{{ ref.tmpl_day_before_wa.id }}" } } } } re_entry_policy: cooldown re_entry_cooldown_hours: 30 goal: {} exit_conditions: [] - ref: wf_same_day kind: workflow about: Hourly run over "within hours"; one short reminder per appointment. body: name: "Appointment reminder: same day" description: Every hour, a short reminder to clients whose appointment is a few hours away. enabled: false trigger_type: schedule trigger_config: { segment_id: "{{ ref.seg_soon.id }}", rrule: FREQ=HOURLY, starts_at: "{{ workspace.tomorrow }}T07:00", timezone: "{{ params.timezone }}" } steps: - { id: s1, type: action, when: { param: use_whatsapp, equals: false }, config: { action_type: send_message, channel_config: { mode: single, single: { channel: sms, template_id: "{{ ref.tmpl_same_day_sms.id }}" } } } } - { id: s2, type: action, when: { param: use_whatsapp, equals: true }, config: { action_type: send_message, channel_config: { mode: single, single: { channel: whatsapp, template_id: "{{ ref.tmpl_same_day_wa.id }}" } } } } re_entry_policy: cooldown re_entry_cooldown_hours: 12 goal: {} exit_conditions: [] eval: name: 77_beauty_booking_reminders mode: task vertical: "" prompt: >- I run a hair salon and clients book through our online booking form. Text each client a confirmation when they book, again the day before with our address and the number to call to change it, and again two hours before. If someone cancels, send a short sorry message with the booking link so they can rebook. expect_artifacts: [segment, workflow, message_template] forbid_terms: [discount]