How To Mark Appointment Status as Invalid Using a Workflow

Modified on Fri, 02 Dec 2022 at 02:53 AM

You can update an appointment status based on tags, which may be useful for your business and any automation you are running. Here's a recommended best-practice for updating appointment statuses based on tags within a Workflow, specifically related to the Invalid Status.

Part 1: Set up a tag for invalid Appointments.

  • Step 1: Create a tag called "Invalid Appointment".

Part 2: Create a tag-based trigger in Workflows.

  • Step 1: Navigate to Automations, and open a Workflow.
  • Step 2: Set the Trigger to be "Contact Tag" and choose “Tag Added” and select the "Invalid Appointment" tag you created
  • Step 3: For the action, add “Update Appointment Status” and select “Invalid” as the status
  • Step 3: In the top right hand corner, make the workflow active and save it.

Part 3: Using the Tag and Trigger

  • Step 1: When you have a contact with an invalid appointment, add the "Invalid Appointment" tag and the workflow will run, updating their appointment status to "Invalid".

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