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. 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.

Frequently Asked Questions #

What does the Update Appointment Status action do? #

It changes the status of a contact’s appointment automatically within a workflow, helping you keep accurate appointment records.

Which appointment gets updated? #

If the contact entered via an appointment-related trigger such as Appointment or Customer Book Appointment, that appointment is updated. Otherwise, the contact’s most recent scheduled appointment is updated.

What status options are available? #

You can set the status to New, Confirmed, Cancelled, Showed, No-show, or Invalid.

How do I add this action to a workflow? #

Add an appropriate trigger, click the “+” button, then search for and select the “Update Appointment Status” action.

Why keep appointment statuses updated automatically? #

It keeps records accurate and up to date, supporting effective communication and streamlined appointment management.

What do I do after choosing a status? #

Click the Save Action button to apply your selection and continue building the workflow.