Ahoy! We now recommend you build your SMS appointment reminders with Twilio's built in Message Scheduling functionality. Head on over to the Message Resource documentation to learn more about scheduling SMS messages!
Ready to implement appointment reminders in your application? Here's how it works:
- An administrator creates an appointment for a future date and time, and stores a customer's phone number in the database for that appointment
- A background process checks the database on a regular interval, looking for appointments that require a reminder to be sent out
- At a configured time in advance of the appointment, an SMS reminder is sent out to the customer to remind them of their appointment
Here are the technologies we'll use to get this done:
- ASP.NET MVC to create a database-driven web application
- The Messages Resource from Twilio's REST API to send text messages
- Hangfire to help us schedule and execute background tasks on a recurring basis
In this tutorial, we'll point out key snippets of code that make this application work. Check out the project README on GitHub to see how to run the code yourself.
To implement appointment reminders, we will be working through a series of user stories that describe how to fully implement appointment reminders in a web application. We'll walk through the code required to satisfy each story, and explore what we needed to add on each step.
All this can be done with the help of Twilio in under half an hour.
As a user, I want to create an appointment with a name, guest phone numbers, and a time in the future.
In order to build an automated appointment reminder application, we probably should start with an appointment. This story requires that we create a bit of UI and a model object to create and save a new
Appointment in our system. At a high level, here's what we will need to add:
- A form to enter details about the appointment
- A route and controller function on the server to render the form
- A route and controller function on the server to handle the form POST request
- A persistent
Appointmentmodel object to store information about the user
Alright, so we know what we need to create a new appointment. Now let's start by looking at the model, where we decide what information we want to store with the appointment.
The appointment model is fairly straightforward, but since humans will be interacting with it let's make sure we add some data validation.
Our application relies on ASP.NET Data Annotations. In our case, we only want to validate that some fields are required. To accomplish this we'll use
[Required] data annotation.
By default, ASP.NET MVC displays the property name when rendering a control. In our example those property names can be
PhoneNumber. For rendering
Name there shouldn't be any problem. But for
PhoneNumber we might want to display something nicer, like "Phone Number". For this kind of scenario we can use another data annotation:
[Display(Name = "Phone Number")].
For validating the contents of the
PhoneNumber field, we're using
[Phone] data annotation, which confirms user-entered phone numbers conform loosely to E.164 formatting standards.
Our appointment model is now defined. It's time to take a look at the form that allows an administrator to create new appointments.
When we create a new appointment, we need a guest name, a phone number and a time. By using HTML Helper classes we can bind the form to the model object. Those helpers will generate the necessary HTML markup that will create a new appointment on submit.
Now that we have a model and an UI, we will see how we can interact with
As a user, I want to view a list of all future appointments, and be able to delete those appointments.
If you're an organization that handles a lot of appointments, you probably want to be able to view and manage them in a single interface. That's what we'll tackle in this user story. We'll create a UI to:
- Show all appointments
- Delete individual appoinments
We know what interactions we want to implement, so let's look first at how to list all upcoming Appointments.
At the controller level, we'll get a list of all the appointments in the database and render them with a view. We also add a prompt if there aren't any appointments, so the admin user can create one.
That's how we return the list of appointments, now we need to render them. Let's look at the Appointments template for that.
The index view lists all appointments which are sorted by Id. The only thing we need to add to fulfil our user story is a delete button. We'll add the edit button just for kicks.
You may notice that instead of hard-coding the urls for Edit and Delete we are using an ASP.NET MVC HTML Helpers. If you view the rendered markup you will see these paths.
AppointmentsController.cs contains methods which handle both the edit and delete operations.
Now that we have the ability to create, view, edit, and delete appointments, we can dig into the fun part: scheduling a recurring job that will send out reminders via SMS when an appointment is coming up!
As an appointment system, I want to notify a user via SMS an arbitrary interval before a future appointment.
There are a lot of ways to build this part of our application, but no matter how you implement it there should be two moving parts:
- A script that checks the database for any appointment that is upcoming, and then sends a SMS.
- A worker that runs that script continuously.
Let's take a look at how we decided to implement the latter with Hangfire.
If you've never used a job scheduler before, you may want to check out this post by Scott Hanselman that shows a few ways to run background tasks in ASP.NET MVC. We decided to use Hangfire because of its simplicity. If you have a better way to schedule jobs in ASP.NET MVC please let us know.
Hangfire needs a backend of some kind to queue the upcoming jobs. In this implementation, we're using SQL Server Database, but it's possible to use a different data store. You can check their documentation for further details.
Now that we have included Hangfire dependencies into the project, let's take a look at how to configure it to use it in our appointment reminders application.
We created a class named
Hangfire to configure our job scheduler. This class defines two static methods:
ConfigureHangfireto set initialization parameters for the job scheduler.
InitialzeJobsto specify which recurring jobs should be run, and how often they should run.
That's it for the configuration. Let's take a quick look next at how we start up the job scheduler.
This ASP.NET MVC project is an OWIN-based application, which allows us to create a startup class to run any custom initialization logic required in our application. This is the preferred location to start Hangfire - check out their configuration docs for more information.
Now that we've started the job scheduler, let's take a look at the logic that gets executed when our job runs.
In this class, we define a method called
Execute which is called every minute by Hangfire. Every time the job runs, we need to:
- Get a list of upcoming appointments that require notifications to be sent out
- Use Twilio to send appointment reminders via SMS
AppointmentsFinder class queries our SQL Server database to find all the appointments whose date and time are coming up soon. For each of those appointments, we'll use the Twilio REST API to send out a formatted message.
Now that we are retrieving a list of upcoming Appointments, let's take a look next at how we use Twilio to send SMS notifications.
This class is responsible for reading our Twilio account credentials from
Web.config, and using the Twilio REST API to actually send out a notification to our users. We also need a Twilio number to use as the sender for the text message. Actually sending the message is a single line of code!
Fun tutorial, right? Where can we take it from here?
And with a little code and a dash of configuration, we're ready to get automated appointment reminders firing in our application. Good work!
If you are a C# developer working with Twilio, you might want to check out other tutorials:
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Thanks for checking out this tutorial! If you have any feedback to share with us, please reach out on Twitter... we'd love to hear your thoughts, and know what you're building!