Appointment Status (Triggers)

The Appointment Status Trigger is a versatile tool that initiates actions when a new appointment is scheduled or when the status of an existing appointment changes. This trigger empowers businesses to craft tailored workflows, offering varying levels of automation and customization depending on the selected appointment status filter.

Comprehensive Filters

Event Type

The Event Type filter allows you to define which type of event—Normal, Recurring, or both—should activate the workflow trigger. It serves as the primary filter, preset by default.

Appointment Status

Within the Filters feature, the "Appointment Status Is" filter offers users the flexibility to trigger workflows based on specific appointment statuses. Users can configure triggers for various scenarios, such as:

• Scheduling a New appointment,

• Confirming an appointment,

• Cancelling an appointment,

• When the client/prospect Shows Up,

• When the client/prospect does not Show Up (No-Show),

• Or marking an appointment as Invalid.

Has Tag

The Has Tag filter activates workflows when an appointment status change involves a contact with a particular tag. Upon selecting this filter, a dropdown menu appears for choosing the relevant tag.

In Calendar

The In Calendar filter triggers a workflow when an appointment status changes in a specific calendar. After selecting this filter, you'll have the option to pick the desired calendar from a dropdown menu. For example, if a customer confirms an appointment on Jim John's (a sales representative) calendar, the workflow will be initiated.

In Calendar Group

Similarly, the In Calendar Group filter activates workflows when an appointment status changes within a designated calendar group. Selecting this filter opens a dropdown menu where you can choose the appropriate Calendar Group.

Only For Grouped Calendars

The Only For Grouped Calendars filter determines whether the workflow should be triggered exclusively for grouped calendars. After selecting this filter, you'll see a dropdown menu where you can specify "Yes" or "No."

Modified By

The Modified By filter triggers the workflow when a specific modification is made to an appointment. After selecting this filter, you can choose the type of modification—API, Customer, or User—that should activate the workflow.

User Is

The User Is filter enables a workflow trigger when the appointment status changes and the appointment is associated with a particular team member. Selecting this filter brings up a dropdown menu to choose the relevant team member.