Appointments with customers are the best way to create a personal connection, and you do not want to miss the opportunity to leave a good impression. A workflow is a great way to ensure everyone has clear expectations and is taken care of.

Adding the Customer Booked Appointment Trigger #

With this trigger, you can easily connect with customers, confirm appointments, and establish communication as soon as they book an appointment.

To begin, click Add New Trigger and select Customer Booked Appointment.

Choosing Who to Enroll #

Select who should be enrolled in the workflow, whether it should be the contact or guest only, or both. Choosing Contact and Guests runs the workflow for everyone, while Guests only skips the primary contact.

Adding Filters #

Click + Add Filters to narrow down the interactions that trigger your workflow. The main filters for this trigger are:

• Has Tag: Select any of your tags as an additional requisite for the contact to trigger the appointment.
• In Calendar / In Calendar Group: Select a specific calendar or calendar group as valid for triggering your workflow.
• User Is: Available once you are filtering for a specific Calendar Group, to only trigger the workflow if the appointment belongs to a specific person.

Once you are satisfied with your selections, save the trigger and your workflow.

Complete your workflow by adding actions, such as sending an email to reach out first, internal notifications to remind your team of the upcoming appointment, or scheduling a thank-you message for a few hours after the appointment. This trigger gives you an effective way to automate the contact process for contacts with booked appointments.

Frequently Asked Questions #

When does the Customer Booked Appointment trigger fire? #

It activates as soon as a customer books an appointment, letting you confirm and follow up automatically.

Can I enroll guests as well as the primary contact? #

Yes. You can enroll the contact only, guests only, or both. Guests only skips the primary contact.

What filters are available? #

Has Tag, In Calendar / In Calendar Group, and User Is help you target the right appointments.

What does the User Is filter do? #

When filtering by Calendar Group, User Is triggers the workflow only if the appointment belongs to a specific person.

How do I limit the trigger to one calendar? #

Use the In Calendar or In Calendar Group filter to select which calendar is valid for triggering the workflow.

What actions can follow this trigger? #

You can send a confirmation email, notify your team internally, or schedule a thank-you message after the appointment.