How To Mark Appointment Status as Invalid Using Triggers

Modified on Mon, 05 Dec 2022 at 07:43 AM

You can update an appointment status based on tags, which may be useful for your business and any automation you run. Here's a recommended best practice for updating appointment statuses based on tags, 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.

  • Step 1: Create a new trigger. Under Step 1 in the trigger, set it up like the screenshot above, so that the action will be triggered by the Contact Tag "Invalid Appointment" being added.

  • Step 2: Set the action to "Update Appointment Status" and choose "Invalid".
  • Step 3: Make the trigger active and save it in the top right-hand corner and save

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 trigger will run, updating their appointment status to "Invalid".

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