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01
Set triggers for bookings and signings
Choose when a workflow starts, like on booking confirmation, 24 hours before a signing, or after a completed notarization, so clients and witnesses never miss important steps.
02
Choose actions across email, SMS, and WhatsApp
Send confirmations, reminders, directions, and document prep checklists via email, SMS, or WhatsApp. Notify your team in Slack and update CRMs or eNotary tools with webhooks.
03
Personalize messages and compliance logs
Customize copy per service type, from apostille notary to loan signings. Automatically store timestamps and outcomes to keep clean, audit-ready records for compliance and reporting.
01
Reduce scheduling friction for clients
Make it effortless for clients searching for a notary public near me open now to book a slot that works. Cal.com automatically detects time zones, prevents double booking, and confirms instantly, so you capture more appointments without manual back-and-forth. Add guardrails for travel buffers and prep time to keep mobile notary services running on schedule.
02
Cut no-shows with proactive reminders
Automated reminders via email, SMS, and WhatsApp keep signers, borrowers, and witnesses on track. Send document checklists, required ID reminders, parking or access instructions, and reschedule links. For loan signing agent services, include lender specific prep notes. For online notarization, add join links and device checks to reduce last minute issues and ensure timely completion.
03
Deliver a professional, branded experience
Create consistent communications for every service, from apostille notary appointments to general acknowledgments and jurats. Use templates that reflect your brand, include your availability rules, and adjust tone for corporate, real estate, or individual clients. A polished experience builds trust and boosts repeat business and referrals.
04
Stay compliant with audit ready records
Every message, timestamp, and status is captured for easy audits and dispute resolution. Keep clear trails for signed, canceled, or rescheduled events. Use privacy aware settings, self hosting options, and access controls to align with record keeping policies for notaries, title companies, and financial institutions.
Smart routing and booking pages
Match clients to the right service and location, from mobile notary services to online notarization. Route by language, region, availability, or urgency to fill your calendar faster.
Multi channel reminders and confirmations
Send automated confirmations, reminders, and follow ups via email, SMS, and WhatsApp. Include instructions, address details, video links, and reschedule options to reduce missed appointments.
Workflow templates for notarial acts
Start with templates for loan signing agent services, apostille notary, and general notary work. Customize timing, content, and conditions without code, or configure programmatically with the API.
Team scheduling and round robin
Coordinate multi notary teams, assign by territory, and balance workloads. Use round robin rules to distribute appointments fairly and keep response times low.
Secure, compliant record keeping
Maintain accurate logs of communications, status updates, and outcomes. Export activity for audits and attach to client or matter records in your systems.
Self hosting and integrations
Use Cal.com hosted or self hosted. Connect calendars, CRMs, eNotary platforms, and title or lender systems with webhooks and integrations to streamline your end to end process.
Get started with workflows for notaries
Automate your most important client touchpoints and keep every signing on schedule. Start with templates for mobile notary services, loan signing agent services, online notarization, and apostille notary. Set up in minutes, customize without code, and scale with our API when you are ready. Create your account or request a tailored walkthrough.
