Getting your customers to book an appointment requires one thing more than anything: timing! A great way to approach this around the clock is by using workflows to automate the appointment setting process based on customer responses or actions. To do so, you need to use the “Book Appointment" action. Follow along to see how!

How It Works

Start by creating a workflow in your account, then define the trigger that will initiate the workflow according to your specific requirements. This trigger determines when and how the workflow will begin.

Next, click the plus icon and select the “Book Appointment” action from the actions menu.

Calendar

From the Calendar dropdown, select the calendar to which the appointment should be booked.

If you select a calendar with multiple team members in it, you must pick whom you want the appointment to be scheduled with or keep it as Calendar Default.

Appointment Time

Click the three-dot icon next to the “Start Date & Time”  to select how you want the booking time to be selected. You have two options:

• Standard: This lets you select a specific calendar date and time for the appointment.
• Dynamic: You can use this option along with custom values to create a flexible appointment time.

You can enable the Override Availability option to have this action ignore calendar conflicts.

Once satisfied, click Save Action to include it in your workflow. Complete your workflow, then publish it to start booking customer appointments. This action is great to fill spaces left by cancellations and manage on-the-day scheduling, so we know it will help you manage appointments smoothly!