Workflow Action: Update Appointment Status

In this article, you'll learn about the Update Appointment Status action. This feature allows you to change the appointment status of an already scheduled appointment. It's particularly useful for managing leads that are categorized as new, confirmed, canceled, showed, no-show, or invalid. You can then follow up with these leads, tag them, or perform additional actions.

What You Will Need:

• A workflow

Steps to Use the Update Appointment Status Action

Step 1: Edit or Create Your Workflow

• If Using a Trigger: If you plan to add leads to this workflow through a specific appointment trigger, ensure you include the appropriate trigger (e.g., “Appointment” or “Customer Book Appointment”).

• If Adding Leads Manually: If you are manually adding leads to this workflow, no trigger is necessary.

Step 2: Add the Update Appointment Status Action

1. Navigate to the workflow where you want to add this action.

2. Click the “+” symbol to add a new action.

3. Select “Update Appointment Status” from the list of available actions.

4. Choose the desired appointment status from the following options:

   • New

   • Confirmed

   • Canceled

   • Showed

   • No-show

   • Invalid

Note:

• This action updates the status of an appointment. If the contact was added to this workflow via an appointment-related trigger, the status of the triggering appointment will be updated. If the contact was added through another method, the status of the most recent appointment associated with the contact will be updated.

FAQs on the Update Appointment Status Action

1. What is the Update Appointment Status action?
   Answer: The Update Appointment Status action allows you to change the status of an existing appointment within your workflow, automating updates based on the appointment's state (e.g., new, confirmed, canceled).

2. How do I add the Update Appointment Status action to my workflow?
   Answer:

   • Edit or create a workflow.

   • Click the “+” symbol to add a new action.

   • Select “Update Appointment Status” from the list.

   • Choose the desired appointment status and save your changes.

3. What appointment statuses can I choose from?
   Answer: You can set the status to one of the following:

   • New

   • Confirmed

   • Canceled

   • Showed

   • No-show

   • Invalid

4. How does the action determine which appointment’s status to update?
   Answer:

   • If the contact was added via an appointment-related trigger, the status of the appointment that triggered the workflow will be updated.

   • If the contact was added through other means, the status of the most recent appointment associated with the contact will be updated.

5. Can I use this action with workflows that do not include an appointment trigger?
   Answer: Yes, the Update Appointment Status action can be used in workflows that do not include an appointment trigger. In this case, it will update the status of the most recent appointment for the contact.