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Appointment Reminder

| Python | Node | Ruby |

Python for Appointment Reminders​

⏱ 15 minutes build time || Difficulty Level: Intermediate || Github Repo

Tutorial pre-reqs​

Configuration​

Firstly, create a config_file.cfg file in your project directory. Flask will load this at startup.

API_KEY='YOUR_API_KEY'
FROM_NUMBER='YOUR_TELNYX_NUMBER'

Note: This file contains a secret key, it should not be committed to source control.

We’ll also place Flask in debug mode and assume all numbers are in the U.S.

DEBUG=True
COUNTRY_CODE='+1'

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Install the necessary packages for the application

$ pip install telnyx
$ pip install flask
$ pip install celery
$ pip install redis

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Server initialization​

Create a file schedule_meeting_server.py and install the basic requirements

The first piece of our application sets up the Telnyx library, Flask, and Celery.

import uuid
from datetime import datetime, timedelta

import telnyx
from celery import Celery
from flask import Flask, request, render_template, flash

app = Flask(__name__)
app.secret_key = uuid.uuid4()
app.config.from_pyfile('config_file.cfg')
celery = Celery('schedule_meeting_server', broker='redis://localhost:6379')

telnyx.api_key = app.config['API_KEY']

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Collect user input​

We'll create a simple HTML form which collects the meeting date, time, customer name, and phone number.

The Flask route: @app.route('/', methods=['GET', 'POST']) will serve the files created in the folder "templates"

$ mkdir templates
$ touch templates/index.html
$ touch templates/success.html

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index.html​

Inside the newly created templates/index.html

<!DOCTYPE HTML PUBLIC "-//IETF//DTD HTML//EN">
<html> <head>
<meta charset="utf-8">
<title>Telnyx Meeting Scheduler</title>
</head>

<body>
<!--If form submission results in error, flash error message -->
{% with messages = get_flashed_messages() %}
  {% if messages %}
    <ul class=flashes>
    {% for message in messages %}
      <li>{{ message }}</li>
    {% endfor %}
    </ul>
  {% endif %}
{% endwith %}

<div>
  <h1>Telnyx Meeting Scheduling</h1>
  <form action="{{ url_for('schedule_meeting') }}" method="post">
  <div>
    <label for="name">Your name: </label>
    <input type="text" name="customer_name" required>
  </div>
  <div>
    <label for="treatment">Meeting name: </label>
    <input type="text" name="meeting_name" required>
  </div>
  <div>
    <label for="meeting-date">Appointment date: </label>
    <input type="date" id="meeting_date" name="meeting_date" required>
  </div>
  <div>
    <label for="meeting_time">Meeting time: </label>
    <input type="time" id="meeting_time" name="meeting_time" required>
  </div>
  <div>
    <label for="phone">Your mobile number: </label>
    <input type="tel" id="phone" name="phone" required>
  </div>
  <div>
    <input type="submit" value="Schedule now!">
  </div>
  </form>

</div>

</body> </html>

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success.html​

Inside templates/success.html

<html>
  <head>
    <title>Telnyx Meeting Scheduler</title>
  </head>
<body>
    <p>{{name}}, thanks for booking a meeting for <em>{{meeting_name}}</em>!</p>
    <p>You are scheduled for {{meetingDT}} and will receive a courtesy reminder at {{phone}} three hours before your meeting.</p>
  </body>
</html>

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Implement the SMS notification​

Create a simple function that sends an SMS message parameterized on the destination number and message. The decorator @celery.task allows us to schedule this function to run in the future.

@celery.task
def send_reminder(to, message):
    telnyx.Message.create(
        to=to,
        from_=app.config['FROM_NUMBER'],
        text=message
    )

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Note: from is a reserved word in Python. The Telnyx Python Library adds an underscore character to any parameter that would conflict with a reserved keyword.

Parse User Input and Schedule the Message​

Setup our route which will handle both GET and POST requests.

@app.route('/', methods=['GET', 'POST'])
def schedule_meeting():
    if request.method == "POST":
        # ...
    return render_template('index.html')

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Now, within the conditional, first parse the user date/time input.

meeting_date = datetime.strptime(request.form['meeting_date'], '%Y-%m-%d')
meeting_time = datetime.strptime(request.form['meeting_time'], '%H:%M').time()
meeting_datetime = datetime.combine(meeting_date, meeting_time)

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Next, only allow meetings to be scheduled that are three hours and five minutes in the future or later.

now = datetime.now()
if meeting_datetime - timedelta(hours=3, minutes=5) < now:
    flash('Appointment time must be at least 3:05 hours from now')
    return render_template('index.html')

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Then, compute the reminder time and message, and schedule the reminder.

Remind the User​

Remind the user 3 hours before the meeting.

reminder_datetime = meeting_datetime - timedelta(hours=3)

message = "{customer_name}, you have a meeting scheduled for {meeting_time}".format(customer_name=request.form['customer_name'], meeting_time=str(meeting_datetime))
to = "{country_code}{phone}".format(country_code=app.config['COUNTRY_CODE'], phone=request.form['phone'])

send_reminder.apply_async([to, message], eta=reminder_datetime)

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Finally, render the success template.

return render_template('success.html',
                       name=request.form['customer_name'],
                       meeting_name=request.form['meeting_name'],
                       phone=request.form['phone'],
                       meeting_datetime=str(meeting_datetime))

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And at the end of the file, start the server.

if __name__ == '__main__':
    app.run(port=5010)

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Final schedule_meeting_server.py​

All together your schedule_meeting_server.py file should look something like:

import uuid
from datetime import datetime, timedelta

import telnyx
from celery import Celery
from flask import Flask, request, render_template, flash

app = Flask(__name__)
app.secret_key = uuid.uuid4()
app.config.from_pyfile('config_file.cfg')
celery = Celery('schedule_meeting_server', broker='redis://localhost:6379')

telnyx.api_key = app.config['API_KEY']

@celery.task
def send_reminder(to, message):
    telnyx.Message.create(
        to=to,
        from_=app.config['FROM_NUMBER'],
        text=message
    )

@app.route('/', methods=['GET', 'POST'])
def schedule_meeting():
    if request.method == "POST":
        meeting_date = datetime.strptime(request.form['meeting_date'], '%Y-%m-%d')
        meeting_time = datetime.strptime(request.form['meeting_time'], '%H:%M').time()
        meeting_datetime = datetime.combine(meeting_date, meeting_time)

        now = datetime.now()

        if meeting_datetime - timedelta(hours=3, minutes=5) < now:
            flash('Appointmenttest time must be at least 3:05 hours from now')
            return render_template('index.html')

        reminder_datetime = meeting_datetime - timedelta(hours=3)

        message = "{customer_name}, you have a meeting scheduled for {meeting_time}".format(customer_name=request.form['customer_name'], meeting_time=str(meeting_datetime))
        to = "{country_code}{phone}".format(country_code=app.config['COUNTRY_CODE'], phone=request.form['phone'])

        send_reminder.apply_async([to, message], eta=reminder_datetime)

        return render_template('success.html', name=request.form['customer_name'], meeting_name=request.form['meeting_name'],
                               phone=request.form['phone'], meeting_datetime=str(meeting_datetime))

    return render_template('index.html')

if __name__ == '__main__':
    app.run(port=5010)

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Running the project​

Make sure redis is running in the background, and then start the Celery task and Python server. Assuming your code is in schedule_meeting_server.py.

In one terminal, launch the Celery worker (be sure to activate your virtual environment)

$ celery -A schedule_meeting_server.celery worker

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Then launch the python flask server

$ python schedule_meeting_server.py

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Node for Appointment Reminders​

⏱ 15 minutes build time || Difficulty Level: Intermediate || Github Repo

Pre-reqs​

Configuration​

  1. Run the npm init command accepting the defaults
  2. npm install the necessary packages to run the application.
  3. Create a config.json file in your project directory
  4. Create a templates folder for our template views
  5. Create the index.js file to host the express application
  6. Create the index.html and success.html in the templates folder
$ npm init -y
$ npm i express
$ npm i express-nunjucks
$ npm i moment
$ npm i nunjucks
$ npm i telnyx
$ mkdir templates
$ touch config.json index.js templates/index.html templates/success.html

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First, use this guide to provision an SMS number and messaging profile, and create an API key. Then add those to the config file, along with your country code.

{
    "API_KEY": "YOUR_API_KEY",
    "COUNTRY_CODE": "+1",
    "FROM_NUMBER": "YOUR_TELNYX_NUMBER"
}

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Note: This file contains a secret key, it should not be committed to source control.

Server initialization​

First, import the config.json file and initialize the Telnyx library.

const config = require('./config.json');
const telnyx = require('telnyx')(config.API_KEY);

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Then create an express app that watches the templates directory with Nunjucks, a simple templating language, and parses form data.

const moment = require('moment');
const express = require('express');
const expressNunjucks = require('express-nunjucks');
const app = express();
app.use(express.urlencoded());
app.set('views', `${__dirname}/templates`);

expressNunjucks(app, {
    watch: true,
    noCache: true,
});

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Collect user input​

Fill out the index.html in the templates folder with a simple HTML form, which collects the meeting date, time, customer name, and phone number.

<!DOCTYPE HTML PUBLIC "-//IETF//DTD HTML//EN">
<html>
    <head>
        <meta charset="utf-8">
        <title>Telnyx Meeting Scheduler</title>
    </head>
    <body>
        <!--If form submission results in error, flash error message -->
        {% if message %}
            <h2>{{ message }}</h2>
        {% endif %}
        <div>
        <h1>Telnyx Meeting Scheduling</h1>
        <form action="/" method="post">
        <div>
            <label for="name">Your name: </label>
            <input type="text" name="customer_name" >
        </div>
        <div>
            <label for="treatment">Meeting name: </label>
            <input type="text" name="meeting_name" >
        </div>
        <div>
            <label for="meeting-date">Appointment date: </label>
            <input type="date" id="meeting_date" name="meeting_date" >
        </div>
        <div>
            <label for="meeting_time">Meeting time: </label>
            <input type="time" id="meeting_time" name="meeting_time" >
        </div>
        <div>
            <label for="phone">Your mobile number: </label>
            <input type="tel" id="phone" name="phone" >
        </div>
        <div>
            <input type="submit" value="Schedule now!">
        </div>
        </form>

        </div>
    </body>
</html>

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Then back in index.js serve the index file with a new express route.

app.get('/', (req, res) => {
    res.render('index');
});

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Implement the SMS notification​

Create a function that sends an SMS message parameterized on the destination number and text.

function sendReminder(to, message) {
    telnyx.messages.create({
        to: `${config.COUNTRY_CODE}${to}`,
        from: config.FROM_NUMBER,
        text: message
    });
}

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Parse user input and schedule the message​

Within the POST handler, parse the meeting time and compute how far into the future it is. We're using the moment Javascript library for this. Note that moment will use the current timezone for both datetime instances.

app.post('/', (req, res) => {
    const meetingDatetime = moment(
        `${req.body.meeting_date} ${req.body.meeting_time}`,
        'YYYY-MM-DD hh:mm');
    const now = moment();

    const delta = moment.duration(meetingDatetime.diff(now));
    // ...
});

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If the meeting is sooner than 3 hours, 5 minutes from now, return an error.

if (delta < moment.duration({hours: 3, minutes: 5})) {
    res.render('index', {message: 'Can only schedule meetings at least 3 hours, 5 minutes in the future'});
} else {
    // ...
}

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Remind the user​

If the time is valid, compute when to send the reminder and schedule the function call. Note that we're using setTimeout here, but a production solution should make use of an asynchronous processing toolkit.

const reminderDatetime = meetingDatetime.subtract(3, 'hours');
const message = `${req.body.customer_name}, you have a meeting scheduled for ${meetingDatetime}`;

setTimeout(() => {
    sendReminder(req.body.phone, message);
}, reminderDatetime.diff(now));

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Finally, fill out the success template success.html in the templates folder

<html>
  <head>
    <title>Telnyx Meeting Scheduler</title>
  </head>
<body>
    <p>{{name}}, thanks for booking a meeting for <em>{{meetingName}}</em>!</p>
    <p>You are scheduled for {{meetingDT}} and will receive a courtesy reminder at {{phone}} three hours before your meeting.</p>
  </body>
</html>

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Then render the template after the setTimeout statement.

res.render('success', {
    name: req.body.customer_name,
    meetingName: req.body.meeting_name,
    meetingDT: meetingDatetime,
    phone: req.body.phone
});

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Start the Server​

Start the Express app.

const port = 3000;
app.listen(port, () => console.log(`App running on port ${port}`));

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Final index.js​

All together your index.js file should look something like:

const config = require('./config.json');
const telnyx = require('telnyx')(config.API_KEY);
const moment = require('moment');
const express = require('express');
const expressNunjucks = require('express-nunjucks');

const app = express();
app.use(express.urlencoded());
app.set('views', `${__dirname}/templates`);

expressNunjucks(app, {
    watch: true,
    noCache: true,
});

app.get('/', (req, res) => {
    res.render('index');
});

function sendReminder(to, message) {
    telnyx.messages.create({
        to: `${config.COUNTRY_CODE}${to}`,
        from: config.FROM_NUMBER,
        text: message
    });
}

app.post('/', (req, res) => {
    const meetingDatetime = moment(
        `${req.body.meeting_date} ${req.body.meeting_time}`,
        'YYYY-MM-DD hh:mm');
    const now = moment();

    const delta = moment.duration(meetingDatetime.diff(now));
    if (delta < moment.duration({hours: 3, minutes: 5})) {
        res.render('index', {message: 'Can only schedule meetings at least 3 hours, 5 minutes in the future'});
    } else {
        const reminderDatetime = meetingDatetime.subtract(3, 'hours');
        const message = `${req.body.customer_name}, you have a meeting scheduled for ${meetingDatetime}`;

        setTimeout(() => {
            sendReminder(req.body.phone, message);
        }, reminderDatetime.diff(now));

        res.render('success', {
            name: req.body.customer_name,
            meetingName: req.body.meeting_name,
            meetingDT: meetingDatetime,
            phone: req.body.phone
        });
    }
});

const port = 3000;
app.listen(port, () => console.log(`App running on port ${port}`));

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Running the project​

Launch the index.js file from the command line and open your browser to http://localhost:3000 to set an appointment reminder.

$ node index.js
App running on port 3000

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Ruby for Appointment Reminders​

⏱ 15 minutes build time || Difficulty Level: Intermediate || Github Repo

Pre-reqs​

Configuration​

Create a config.yml file in your project directory.

$ touch config.yml

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Then, use this guide to provision an SMS number and messaging profile, and create an API key. Then add those to the config.yml file, along with your country code.

api_key: "YOUR_API_KEY"
country_code: "+1"
from_number: "YOUR_TELNYX_NUMBER"

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Server initialization​

Create a scheduler.rb file for the application and install the Gems needed to run the application.

$ touch scheduler.rb
$ gem install 'telnyx'
$ gem install 'sinatra'
$ gem install 'rufus-scheduler'
$ gem install 'activesupport'

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The first piece of our application loads the config YAML file, configures Telnyx, and starts a Rufus scheduler.

require 'sinatra'
require 'date'
require 'active_support/all'
require 'rufus/scheduler'
require 'telnyx'
require 'yaml'

$config = YAML.load(File.open('config.yml').read)
Telnyx.api_key = $config['api_key']
scheduler = Rufus::Scheduler.new

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Collect user input​

Create a simple HTML form within a views folder named index.erb which collects the meeting date, time, customer name, and phone number.

$ mkdir views
$ touch views/index.erb

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The index.erb file should look something like

<!DOCTYPE HTML PUBLIC "-//IETF//DTD HTML//EN">
<html>
    <head>
        <meta charset="utf-8">
        <title>Telnyx Meeting Scheduler</title>
    </head>
    <body>
        <% if defined?(message) %>
            <h2><%= message %></h2>
        <% end %>
        <div>
        <h1>Telnyx Meeting Scheduling</h1>
        <form action="/" method="post">
        <div>
            <label for="name">Your name: </label>
            <input type="text" name="customer_name" >
        </div>
        <div>
            <label for="treatment">Meeting name: </label>
            <input type="text" name="meeting_name" >
        </div>
        <div>
            <label for="meeting-date">Appointment date: </label>
            <input type="date" id="meeting_date" name="meeting_date" >
        </div>
        <div>
            <label for="meeting_time">Meeting time: </label>
            <input type="time" id="meeting_time" name="meeting_time" >
        </div>
        <div>
            <label for="phone">Your mobile number: </label>
            <input type="tel" id="phone" name="phone" >
        </div>
        <div>
            <input type="submit" value="Schedule now!">
        </div>
        </form>

        </div>
    </body>
</html>

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We'll serve it with Sinatra.

get '/' do
  erb :index
end

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Implement the SMS notification​

Create a simple function that sends an SMS message parameterized on the destination number and text.

def send_reminder(to, message)
    Telnyx::Message.create(
        from: $config['from_number'],
        to: "#{$config['country_code']}#{to}",
        text: message
    )
end

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Parse user input and schedule the message​

Within the POST handler, parse the meeting time, and compute how far into the future it is. Note that we are inserting the current timezone into the user submitted data in order to match with the output of DateTime.now.

post '/' do
    meeting_datetime = DateTime.strptime(
        "#{params[:meeting_date]} #{params[:meeting_time]} #{DateTime.now.strftime('%Z')}",
        '%Y-%m-%d %H:%M %Z')
    current_datetime = DateTime.now

    delta = meeting_datetime.to_time - current_datetime.to_time
    # ...
end

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If the meeting is sooner than 3 hours, 5 minutes from now, return an error.

if delta < 11100 # 3 hours, 5 minutes in seconds
    return erb :index, :locals => {:message => 'Can only schedule meetings at least 3 hours 5 minutes in advance'}
else
    # ...
end

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Remind the User​

If the time is valid, compute when to send the reminder and schedule the function call.

meeting_dt_formatted = meeting_datetime.strftime('%Y-%m-%d %l:%M %p')
reminder_time = meeting_datetime.to_time - 3.hours

scheduler.at reminder_time do
    message = "#{params[:customer_name]}, you have a meeting scheduled for #{meeting_dt_formatted}"
    send_reminder params[:phone], message
end

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We'll use a new template confirm the reminder was set.

$ touch views/success.erb

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The success.erb file should look something like:

<html>
  <head>
    <title>Telnyx Meeting Scheduler</title>
  </head>
<body>
    <p><%= name %>, thanks for booking a meeting for <em><%= meeting_name %></em>!</p>
    <p>You are scheduled for <%= meeting_dt %> and will receive a courtesy reminder at <%= phone %> three hours before your meeting.</p>
  </body>
</html>

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Finally, render the success template`

erb :success, :locals => {
    :name => params[:customer_name],
    :meeting_name => params[:meeting_name],
    :meeting_dt => meeting_dt_formatted,
    :phone => params[:phone]
}

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Final scheduler.rb​

All together, your scheduler.rb should look something like:

require 'sinatra'
require 'date'
require 'active_support/all'
require 'rufus/scheduler'
require 'telnyx'
require 'yaml'

$config = YAML.safe_load(File.open('config.yml').read)
Telnyx.api_key = $config['api_key']
scheduler = Rufus::Scheduler.new

def send_reminder(to, message)
  Telnyx::Message.create(
    from: $config['from_number'],
    to: "#{$config['country_code']}#{to}",
    text: message
  )
end

get '/' do
  erb :index
end

post '/' do
  meeting_datetime = DateTime.strptime(
    "#{params[:meeting_date]} #{params[:meeting_time]} #{DateTime.now.strftime('%Z')}",
    '%Y-%m-%d %H:%M %Z'
  )
  current_datetime = DateTime.now

  delta = meeting_datetime.to_time - current_datetime.to_time
  if delta < 11_100 # 3 hours, 5 minutes in seconds
    return erb :index, locals: { message: 'Can only schedule meetings at least 3 hours 5 minutes in advance' }
  else
    meeting_dt_formatted = meeting_datetime.strftime('%Y-%m-%d %l:%M %p')
    reminder_time = meeting_datetime.to_time - 3.hours

    scheduler.at reminder_time do
      message = "#{params[:customer_name]}, you have a meeting scheduled for #{meeting_dt_formatted}"
      send_reminder params[:phone], message
    end

    erb :success, locals: {
      name: params[:customer_name],
      meeting_name: params[:meeting_name],
      meeting_dt: meeting_dt_formatted,
      phone: params[:phone]
    }
  end
end

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Running the project​

Launch the scheduler.rb file from the command line and open your browser to http://localhost:4567 to set an appointment reminder.

$  ruby scheduler.rb
[2020-09-24 13:16:39] INFO  WEBrick 1.6.0
[2020-09-24 13:16:39] INFO  ruby 2.7.1 (2020-03-31) [x86_64-darwin19]
== Sinatra (v2.1.0) has taken the stage on 4567 for development with backup from WEBrick
[2020-09-24 13:16:39] INFO  WEBrick::HTTPServer#start: pid=75889 port=4567

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