Booked appointments are valuable—but only if customers show up. A showroom visit signals strong buying intent, but busy schedules and competing priorities can quickly lead to missed opportunities.

Quick stat: Automated appointment reminders can reduce no-shows by roughly 30–50%, and SMS reminders often see open rates near 98%.

Workplan’s Sales Appointment Reminder plugin, configured through Guides in v10, helps keep customer visits top of mind by sending a reminder before the scheduled appointment.

Why it helps

Timely reminders help protect buying momentum before it stalls. They also give customers a simple prompt to confirm, prepare, or reschedule instead of disappearing from the pipeline.

Use Sales Appointment Reminder to:

• Keep upcoming visits on the customer’s radar

• Prompt customers to confirm or reschedule in advance

• Help sales teams plan around more predictable showroom activity

Whether your dealership prefers automatic reminders or a more personal sales follow-up, the plugin supports a workflow that keeps appointments moving forward.

Put It into Practice

Self-Guided

Click the links below to access Sales Workplan resources that will help walk you through the Appointment Reminder plugin and Workplan Guide Maintenance.

https://academy.pbssystems.com/workplan-guide-maintenance

https://academy.pbssystems.com/sales-crm-plug-ins

PBS-Assisted

Click the link below to access the PBS Global Training calendar, where we host a Sales CRM Maintenance session that leads you through the setup in a live workshop.

https://globaltraining.timetap.com/#/

If you have specific questions and would like to connect with us directly, email our Account Services team at

AccountServices@pbssystems.com.

Check Out Previous Months' Articles

Notify Sales Appointment: https://www.pbssystems.com/product-marketing/reduce-sales-no-shows-with-automated-appointment-notifications

Missed Sales Appointments: https://www.pbssystems.com/product-marketing/turning-missed-appointments-into-showroom-visits