Booking
Use the right calendar, availability rules, buffers and qualification steps for the appointment type.
Confirmation
Confirm the time immediately and tell the attendee what to expect.
Reminders
Use a small number of useful reminders with reschedule and cancel options.
No-shows
Move no-shows into a distinct workflow so they do not receive the same messages as attended appointments.
Post-meeting handoff
Update pipeline state, owner tasks and follow-up based on the meeting outcome.
Choose software
Compare software against this workflow rather than choosing from a feature list alone.