Workflow Trigger - Customer Booked Appointment

Overview

The "Customer Booked Appointment" trigger initiates a workflow when a customer books an appointment. This trigger is useful for automating follow-up actions, reminders, and notifications based on appointment bookings.

Trigger Name

Customer Booked Appointment

Trigger Description

The "Customer Booked Appointment" trigger activates a workflow whenever a customer books an appointment. Filters can be applied to specify which calendar the appointment is booked in, ensuring the workflow is relevant to the specific type of booking.

Note: This trigger only works for normal appointments and not for recurring appointments.

How to Configure

Step-by-Step Guide

1. Navigate to Workflow Triggers: Access the automation or workflow settings in your platform.

2. Choose a Workflow Trigger: Select "Customer Booked Appointment" from the list of available triggers.
3. Name Your Trigger: Enter a descriptive name for the trigger, such as "When customer has booked an appointment."
4. Set Up Filters (Optional): Add filters to specify conditions for the trigger, such as the calendar in which the appointment is booked.

Configuration Table

Example

Appointment Reminder

Scenario: A healthcare clinic wants to send automated reminders to patients 24 hours before their appointment to reduce no-show rates.

Trigger Setup:

• Trigger: Customer Booked Appointment
• Name: When customer has booked an appointment
• Filters:
  • In calendar: Booking Request

Workflow Actions:

1. Wait: Wait for 24 hours before the appointment start time
2. Send Email: Send an email to the customer's email to remind them of their appointment
3. Reminder SMS: Send an automated SMS reminder to the patient 24 hours before the appointment start time.

Outcome: This automation ensures that patients receive timely reminders about their appointments, reducing the likelihood of no-shows and improving appointment adherence.