TABLE OF CONTENTS
Overview
The "Customer Booked Appointment" trigger initiates a workflow when a customer books an appointment. This trigger is useful for automating follow-up actions, reminders, and notifications based on appointment bookings.
Trigger Name
Customer Booked Appointment
Trigger Description
The "Customer Booked Appointment" trigger activates a workflow whenever a customer books an appointment. Filters can be applied to specify which calendar the appointment is booked in, ensuring the workflow is relevant to the specific type of booking.
Note: This trigger only works for normal appointments and not for recurring appointments.
How to Configure
Step-by-Step Guide
Navigate to Workflow Triggers: Access the automation or workflow settings in your platform.
- Choose a Workflow Trigger: Select "Customer Booked Appointment" from the list of available triggers.
- Name Your Trigger: Enter a descriptive name for the trigger, such as "When customer has booked an appointment."
- Set Up Filters (Optional): Add filters to specify conditions for the trigger, such as the calendar in which the appointment is booked.
Configuration Table
Example
Appointment Reminder
Scenario: A healthcare clinic wants to send automated reminders to patients 24 hours before their appointment to reduce no-show rates.
Trigger Setup:
- Trigger: Customer Booked Appointment
- Name: When customer has booked an appointment
- Filters:
- In calendar: Booking Request
Workflow Actions:
- Wait: Wait for 24 hours before the appointment start time
- Send Email: Send an email to the customer's email to remind them of their appointment
- Reminder SMS: Send an automated SMS reminder to the patient 24 hours before the appointment start time.
Outcome: This automation ensures that patients receive timely reminders about their appointments, reducing the likelihood of no-shows and improving appointment adherence.
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