This support article explains how to use appointment-related filters within If/Else workflow conditions in Scalendo's automation system.

Purpose

The Appointment option enables you to create more dynamic and customized workflow branches based on appointment-related events.

Three Filter Types

Rescheduled: A true/false filter determining whether an appointment was rescheduled

Start Date: Evaluates when appointments begin, with operators like Is, Before, After, and Today

End Date: Functions identically to Start Date but applies to appointment completion times

Availability Requirements

These filters only appear when workflows use appointment-specific triggers: Customer Booked Appointment or Appointment Status.

Primary Benefits

The article highlights four key advantages:

1. More precise automation responding to appointment status changes
2. Efficient follow-ups through automated actions for rescheduled appointments
3. Better lead management through segmentation
4. Time-sensitive promotional capabilities based on appointment dates

Configuration Steps

Users configure the feature by: accessing the workflow builder, selecting an appointment trigger, adding an If/Else condition, optionally renaming branches for clarity, and selecting desired appointment filters with appropriate operators.

FAQ Highlights

The article addresses common questions about why filters don't appear (missing triggers), combining multiple filters (separate conditions required), and using Start/End Date filters effectively for pre- and post-appointment actions.