The Appointment Status Workflow Trigger automates actions when appointments are scheduled or their status changes. This feature helps businesses streamline appointment management and enhance customer engagement through automated reminders, follow-ups, and internal updates.

Key Benefits

Automated Appointment Management: Eliminates manual intervention in scheduling and follow-ups

Improved Client Engagement: Delivers timely reminders to reduce missed appointments

Enhanced Team Coordination: Notifies team members about appointment status changes

Reduced No-Show Rates: Automatically re-engages clients for canceled or missed appointments

Configuration Steps

Step 1: Access Workflow Builder

Navigate to the Automation tab, select Workflows, and click + Create Workflow or edit an existing one.

Step 2: Add Appointment Status Trigger

Click Add New Trigger, search for Appointment Status, and select it.

Step 3: Name the Trigger

Use descriptive names reflecting the trigger's purpose, such as Appointment Follow-Up Trigger or Canceled Appointment Alert.

Step 4: Set Up Filters

Event Type Filter:

Any, Normal, or Recurring appointments

Appointment Status Filter:

New, Confirmed, Cancelled, Showed, No-show, or Invalid

Tag Filter: Triggers workflows based on specific contact tags assigned in the CRM

Calendar Filters: Target specific calendars or calendar groups