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 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!

Frequently Asked Questions #

What does the Book Appointment action do? #

It automatically books an appointment for a contact as part of a workflow, based on customer responses or actions.

How do I choose who the appointment is scheduled with? #

Select the calendar from the Calendar dropdown. If it includes multiple team members, pick the team member or keep it as Calendar Default.

What is the difference between Standard and Dynamic appointment time? #

Standard lets you choose a specific date and time, while Dynamic uses custom values to create a flexible appointment time.

Can the action ignore calendar conflicts? #

Yes. Enable the Override Availability option to have the action book the appointment even if there are calendar conflicts.

When is this action most useful? #

It is great for filling spaces left by cancellations and managing on-the-day scheduling automatically.

How do I activate the action? #

Click Save Action to include it in your workflow, then complete and publish the workflow to start booking appointments.