Use Case: Customer Cancels a Reservation or Appointment
When a customer cancels a reservation or appointment, sending a quick WhatsApp / SMS notification can confirm the cancellation and let them know about rescheduling options.
Steps involved in setting up an Automated Workflow
If you have already set up the WhatsApp / SMS template for the Booking Canceledevent, then jump to this section.
A . 1. Setting up the WhatsApp Template
Navigate to WhatsApp Templates
1. Go to Templates > WhatsApp in the Mercuri CX dashboard.
Click Create Template.
Select the WhatsApp Account that will be used to send out WhatsApp messages.
Configure Template Details
Fill in the basic template info:
Template Name:booking_canceled_template (Use an easy name to identify later)
Language:English (or as per your customer base)
Category: UTILITY (since it’s an informational message)
Configure details for the Call to Action section as follows:
Type of Action: Call Phone Number
Button Text:Contact Us
Select Country Code and enter the Phone number of Customer support.
Click on Create template after filling in all the required details.
A.2. Setting up the SMS Template
Go to the Templates section in the left-hand menu of the Mercuri dashboard, and select SMS.
In the top-right corner, click Create Template to begin.
3. Fill in Template Details
You’ll be directed to the SMS template creation form. Fill in the following:
Template Name: Enter a short, descriptive title so it’s easy to identify the purpose of the message.
Example
booking cancelled
Template Text:
Craft a clear and concise message (within 160 characters). You can personalize it using dynamic variables.
Click the Add Variable button in the bottom-right corner of the body section to insert placeholders.
Example:
Hi {#var#} your booking for {#var#} on {#var#}has been cancelled.
If this was a mistake or you'd like to reschedule, please reply to this message or contact us directly.
4. Variable Mapping
Map each {#var#} to the actual data fields, like customer name , service title, start date and time .
5. Preview
View the SMS Preview to see how the final message will appear to customers.
6. Save the Template
Click Create to save your SMS template. It will now be available to use in campaigns, automations, or workflows.
B. Adding the WhatsApp / SMS template to the Automated workflow
Go to the Automation section in the dashboard.
Click on Create Automation.
Choose the automation type as Booking Confirmedfrom the list.
Select the preferred communication channel as WhatsApp/ SMS , for delivering the automated message.
Choose the approved booking_confirmed template that we created in earlier steps.