You can easily automate marking an appointment as "Invalid" by setting up workflows that trigger based on tags. This can streamline your operations and ensure that invalid appointments are properly tracked within Advisor's Growth.
Step 1: Set Up the "Invalid Appointment" Tag
Go to Settings > Tags.
Create a tag named "Invalid Appointment".
Step 2: Create a Tag-Based Trigger in Workflows
Navigate to Automation and create a new workflow. Choose +Start from Scratch.
Add a new trigger by selecting Contact Tag.
Choose the filter Tag Added, then select the "Invalid Appointment" tag. Save the trigger.
Step 3: Set the Action to Update Appointment Status
Click the + Icon to add a new action.
Select Update Appointment Status, and choose Invalid as the status.
Save the action.
Step 4: Activate the Workflow
In the top right-hand corner, toggle the workflow to Active mode.
Save your workflow.
Step 5: Using the Tag and Workflow
Whenever a contact is tagged with "Invalid Appointment", the workflow will automatically update the appointment status to Invalid.
FAQs
Q1: Can I update appointment statuses to options other than "Invalid"?
Yes, you can customize this workflow to update the status to any other available appointment status by selecting the desired status in the Update Appointment Status action.
Q2: Can I use multiple tags to trigger different appointment status updates in the same workflow?
Yes, multiple triggers can be added to the same workflow, each set to different tags and corresponding appointment status updates.
Q3: How can I verify that my workflow is working correctly?
To test the workflow, manually add the "Invalid Appointment" tag to a contact with an appointment. Check the contact’s appointment details to ensure the status updates to Invalid, confirming that the workflow is functioning properly.
Q4: Will this workflow work if the tag is added manually or through an external system?
Yes, the workflow will run automatically when the tag is added, whether manually, through an external system, or by another automation, as long as the workflow is active.
