Appointment confirmation
A stranger is about to knock on their door
Send the customer a short video of the person who is actually coming, the day before they come. The appointment stops being an obligation to a company and becomes one to a human being.
The problem
They booked a company, not a person
Between booking and the visit, nothing happens except a reminder from an unknown number. Nobody knows who is coming, and canceling costs the customer nothing because there is nobody to cancel on.
What it costs you
- A confirmation text nobody reads and nobody answers
- A rep driving an hour to an empty house
- The homeowner who booked but never told their spouse
- A slot that could have gone to someone who would have been in
How it runs
Appointment confirmation in practice
Record the introduction once per rep
Thirty to sixty seconds: who they are, what they will do when they arrive, how long it takes. A template holds it, so nobody records it twice.
Let the appointment trigger it
A workflow watches the appointment date and fires the day before, re-checking as fields change, so reassigning the rep sends the right rep rather than Monday’s.
Send it by text, where it gets read
From a number we provide, with the page carrying the video, the time, the address and anything they need to have ready.
See who watched before the van leaves
A customer who watched the whole thing is expecting you. One who has not opened it by the morning is the call worth making before somebody drives out.
What does the work
The parts of the product this uses
Every one of these is a feature with its own page, so you can check what it actually does rather than take this page's word for it.
Text & calling
A real phone number, provided and set up by us
Automation
Workflows that follow up when nobody remembers to
Templates
Make the best version the default
Customer pages
One branded page instead of an attachment pile
Engagement analytics
Know who watched, how long, and what they clicked
Integrations & API
Fits the stack you already run
Customers
From teams already doing this
“Quickpage cut our cancellation rates from 20–25% to 8–10% by allowing us to set expectations and build trust before the appointment even happens.”
Ryan Shutt
CEO, Southwest Exteriors
“Simple software that does what it promises. Helped me close more sales.”
Sandeep K.
Executive Coach and Leadership Facilitator
“An awesome tool to connect with clients while building trust.”
Lynne R.
CEO
Questions
Common questions
Does this actually reduce cancellations?
Southwest Exteriors took cancellations from 20-25% to 8-9% and demo rate from 76% to 91% after introducing reps on video before the in-home appointment. Their figures, published on our customers page with the caveats their own write-up carries. Measured across roughly two years, over marketing, sales and production together, so it is not a clean single-variable result.
Which CRMs can trigger it?
Anything that sends us the appointment. Field-service and home-improvement platforms expose the appointment or job directly, and anything else can reach a workflow through a webhook.
What if the rep changes after it is scheduled?
The workflow re-reads the record while it waits, so a run that is waiting on tomorrow picks up a reassignment rather than sending a video of somebody who is no longer coming.
Also worth reading
Other things teams use it for
See what your customer sees
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