The Update Appointment Status workflow action allows users to change the status of an appointment. If a contact was added to the workflow via an appointment-related trigger such as Appointment or Customer Book Appointment, the status of that appointment will be updated. However, if a contact is added through another method, the status of the most recent appointment they scheduled will be updated instead.
To begin, add an appropriate trigger to the workflow, select the “+” button, then search and select the “Update Appointment Status” action.
How to Update an Appointment Status
To modify a contact's appointment status within a workflow, start by choosing the preferred status from the available options, which include:
- New
- Confirmed
- Cancelled
- Showed
- No-show
- Invalid
By selecting the appropriate status, you can maintain an accurate and up-to-date record of your contact's appointment history, ensuring effective communication and streamlined management of appointments for both parties involved.
Click the Save Action button to continue.
To wrap up, keeping appointment statuses updated within workflows helps you stay organized and ensures smooth communication with your clients. By using this feature effectively, you can maintain clear records and manage appointments more efficiently.