The Wait action in HighLevel workflows helps control when the next step in a workflow should happen. It can pause a contact for a fixed duration, wait until a specific date, follow a recurring schedule, wait around an appointment or booking, hold for a reply, wait for a contact action, or continue only when custom conditions are met. This updated guide explains each Wait option, how to configure it, and when to use it so your workflow timing stays accurate, relevant, and easy to manage.

TABLE OF CONTENTS

• What is the Wait Action in Workflows? 
• Key Benefits of the Wait Action in Workflows
• Wait Action Details
• When Should You Use the Wait Action?
• How To Set Up the Wait Action
• Configure a Set Period of Time
• Configure a Specific Date and Time
• Configure a Recurring Schedule
• Configure an Upcoming Appointment or Booking
• Configure the Contact to Reply
• Configure the Contact to Take an Action
• Configure Specific Conditions to be Met
• Examples of the Wait Action
• Frequently Asked Questions
• Related Articles

What is the Wait Action in Workflows? 

The Wait action gives you control over timing inside an automation. Instead of sending every message or running every workflow step immediately, you can pause contacts until the timing, event, reply, action, or condition makes sense for the customer journey.

The Wait action holds a contact in the workflow for:

• A specified amount of time, such as 1 day, 1 hour, or 5 minutes.
  
  

• A specific date and time, such as December 4 at 9:00 AM, either entered directly or pulled from a contact field.
  
  

• A recurring schedule, such as every Tuesday, the 15th of each month, or January 1 every year.
  
  

• An upcoming appointment, service booking, or invoice due date, such as 1 hour before a scheduled appointment.
  
  

• Until a condition is met, such as a contact replies or a specific event occurs.
  
  

• During a specified time window, such as between 9:00 AM and 5:00 PM on weekdays.

This helps ensure your communication and workflow steps happen at the right moment, improving efficiency and creating a better experience for contacts.

Key Benefits of the Wait Action in Workflows

• Improved timing: Pause contacts until the right moment before sending messages, assigning tasks, updating records, or continuing workflow steps.
  
  

• More relevant communication: Send follow-ups based on replies, trigger link clicks, email engagement, appointment times, invoice due dates, or custom conditions.
  
  

• Flexible scheduling: Use fixed delays, specific dates, recurring schedules, appointment-based timing, reply waits, action waits, or condition-based waits.
  
  

• Dynamic personalization: Use custom variables so dates, times, units, or durations can change based on each contact’s record.
  
  

• Controlled delivery windows: Resume contacts only on selected days, during selected hours, or when additional date filters are met.
  
  

• Better workflow organization: Name each Wait step clearly so timing logic is easier to review, test, and maintain.
  
  

• AI-assisted editing: Use Workflow AI Builder to update time delays, window settings, reply conditions, timeout branches, and supported wait configurations through conversation.

Wait Action Details

This table contains all of the settings available in the Wait action. 

When Should You Use the Wait Action?

The Wait action is useful whenever workflow timing should depend on a delay, schedule, appointment, customer behavior, or custom qualification logic. These use cases help automation feel timely, intentional, and aligned with each contact’s journey.

Use the Wait action for:

• Timely follow-ups: Quickly respond to customer inquiries or send an email or SMS at an appropriate time.
  
  

• Conditional triggers: Hold a contact until a specific condition is met, such as completing a form or making a payment.
  
  

• Controlled scheduling: Avoid sending messages during off-hours or weekends by resuming the workflow only during specified times.
  
  

• Date-driven reminders: Hold a contact until a specific calendar date, such as a renewal date, contract expiration, or anniversary, pulled directly from a custom variable on the contact.
  
  

• Recurring touch-points: Reach contacts on a repeating cadence, such as every Monday morning, the 1st of each month, or once a year on a holiday.
  
  

• Pre-appointment nudges: Send a reminder a set duration before a scheduled appointment, service booking, or invoice due date.
  
  

• AI-assisted workflow editing: If you use Workflow AI Builder, you can edit Wait actions through conversation. You can update time delays, window settings, and reply conditions, add or remove timeout branches, and convert between wait types without switching to manual configuration.

How To Set Up the Wait Action

A well-configured Wait action helps contacts pause and resume exactly when intended. Naming the action clearly, selecting the correct wait type, configuring fallback behavior, and testing the workflow help prevent timing issues before the automation is published.

1. Go to Automation.
   
   

2. Click on Workflows.
   
   

3. Click + Create Workflow in the top-right corner.
   
   

4. Select + Start from scratch.
   
   
   
   

5. Set up the trigger for the workflow. For example, use Contact created as the trigger.
   
   

6. Click the + icon to add a new workflow step.
   
   

7. From the actions menu, scroll down or search for Wait.
   
   

8. Select the Wait action.
   
   

9. Name the action with a clear, descriptive label, such as Wait - 1 Day After Sign-Up. This helps you identify the Wait step when reviewing the workflow.
   
   

10. Select what the contact should wait for. The Wait action opens a selection screen with seven plain-language options:
    
    

    • A set period of time: Example: 2 days, 6 hours, or 30 minutes.

    • A specific date and time: Example: December 4 at 9:00 AM.

    • A recurring schedule: Example: Every Tuesday or the 15th of each month.

    • An upcoming appointment or booking: Example: 1 hour before a scheduled appointment.

    • The contact to reply: Wait for a reply on SMS, Email, or another supported channel.

    • The contact to take an action: Example: Clicks a link or opens an email.

    • Specific conditions to be met: Build a custom segment using any of your fields.
      
      

11. Configure the option you selected.
    
    

12. Publish and Save the workflow.
    
    
    
    

Tip: When the Wait action is placed directly after a Send action, such as SMS, Email, or WhatsApp, The contact to reply moves to the top of the list to make it easy to find.

Tip: When your workflow trigger is appointment-based, An upcoming appointment or booking shows an info banner referencing the trigger appointment.

Configure a Set Period of Time

Fixed delays are best for simple pauses where every contact should wait the same amount of time, or where the wait duration should be calculated dynamically from a custom variable.

1. Select A set period of time.
   
   

2. Enter the Time period, such as 1, 5, or 30.
   
   

3. Select the Unit, such as seconds, minutes, hours, or days.
   
   

4. Use the three-dot menu next to Time period or Unit to switch between:
   
   

   • Standard: A fixed value entered manually.
     
     

   • Dynamic: A custom variable resolved at runtime.
     
     

5. To limit when contacts can resume, toggle on Advance Window.
   
   

6. Configure the Advance Window options as needed:
   
   

   • Resume On: Choose specific weekdays.
     
     

   • Resume Between Hours: Define a window or exact start time.
     
     

   • Additional Filter: Add granular date conditions, such as a specific day, month, or year.
     
     

7. Save the Wait step.
   

Configure a Specific Date and Time

Specific date waits are best for reminders, renewals, anniversaries, contract dates, or any workflow step that should happen around a known date.

1. Select A specific date and time.
   
   

2. Choose the exact Date and time the contact should wait for. The picker follows the account’s date format preference.
   
   

3. Use the three-dot menu next to the field to switch between:
   
   

   • Standard: A fixed date you choose.
     
     

   • Dynamic: A custom variable that reads the date from a contact field at runtime.
     
     

4. If using Dynamic, enter a custom variable that resolves to a valid date at runtime.
   
   

5. Under When should the Contact proceed?, choose:
   
   

   • On this date and time
     
     

   • Before this date
     
     

   • After this date
     
     

6. If choosing Before this date or After this date, enter the duration for when the contact should proceed.
   
   

7. Under If this date has already passed, choose:
   
   

   • Continue to next action
     
     

   • Exit Contact from automation
     
     

   • Go to specific step
     
     

   • Skip all outbound communication actions till next wait or event start date action
     
     

8. Save the Wait step.
   

Configure a Recurring Schedule

Recurring schedules are best for repeated touch-points that should happen on an ongoing weekly, monthly, or yearly cadence without creating separate workflows for each occurrence.

1. Select A recurring schedule.
   
   

2. Choose a Frequency:
   
   

   • Weekly

   • Monthly

   • Yearly
     
     

3. For Weekly, select one or more days under On these days, then choose a time.
   
   

4. For Monthly, choose either:
   
   

   • A specific day of the month, such as Day 1 or Day 15.
     
     

   • The 1st, 2nd, 3rd, 4th, or Last weekday of selected months.
     
     

5. For Monthly, select the month or months the schedule should run in and choose a time.
   
   

6. For Monthly, stack multiple ordinals if needed, such as 1st and 3rd Tuesday.
   
   

7. For Yearly, choose the month and day under On this date every year, then choose a time.
   
   

8. Under When should the Contact proceed?, choose:
   
   

   • On this date and time

   • Before this date

   • After this date
     
     

9. Review the Next 5 scheduled recurrences preview at the bottom of the screen to verify the schedule.
   
   

10. Save the Wait step.
    
    

Configure an Upcoming Appointment or Booking

Appointment and booking waits are best for reminders, follow-ups, due-date workflows, and customer communication that should happen relative to a scheduled event.

1. Select An upcoming appointment or booking.
   
   

2. Choose the Type:
   
   

   • Appointment / Calendar Event

   • Service Booking

   • Invoice Due Date
     
     

3. Remember that Service Booking is hidden if Service Booking is disabled for the location.
   
   

4. Under When should the Contact proceed?, choose:
   
   

   • At the scheduled time

   • Before

   • After
     
     

5. If choosing Before or After, enter the duration in months, days, hours, and minutes.
   
   

6. Under If this date has already passed, choose:
   
   

   • Continue to next action

   • Go to specific step

   • Exit Contact from automation

   • Skip all outbound communication actions till next wait or event start date action
     
     

7. Save the Wait step.
   
   

Configure the Contact to Reply

Reply-based waits are best when the next workflow step should depend on whether a contact responds to a message.

1. Select The contact to reply.
   
   

2. Choose the Reply To channel, such as SMS or Email. (A Send Email/SMS Action needs to be present before the wait step)
   
   

3. Toggle Timeout on if the contact should move forward after a set duration even without a reply.
   
   

4. Configure the timeout duration when Timeout is enabled.
   
   

5. Save the Wait step.

Configure the Contact to Take an Action

Action-based waits are best when the workflow should react to engagement, such as a trigger link click or an email open, click, or bounce.

1. Select The contact to take an action.
   
   

2. Choose the action:
   
   

   • Clicks a trigger link
     
     

   • Email event, such as open, click, bounce, or another supported email event
     
     

3. Select the trigger link or email step.
   
   

4. Toggle Timeout on to move the contact forward after a set duration if the action does not occur.
   
   

5. Configure the timeout duration when Timeout is enabled.
   
   

6. Save the Wait step.
   
   

Configure Specific Conditions to be Met

Condition-based waits are best when contacts should continue only after matching specific rules, qualification criteria, engagement behavior, or field values.

1. Select Specific conditions to be met.
   
   

2. Use Add Condition to create individual rules.
   
   

3. Use Add Segment to create grouped logic blocks.
   
   

4. Join conditions using AND/OR logic.
   
   

5. Add as many segments and conditions as needed.
   
   

6. Remember that the contact moves forward as soon as any one segment evaluates as true.
   
   

7. Toggle Timeout on to release the contact after a set duration if no segment is satisfied.
   
   

8. Configure the timeout duration when Timeout is enabled.
   
   

9. Save the Wait step.
   
   

Examples of the Wait Action

Real-world examples make it easier to choose the correct Wait option for your automation. These examples show how fixed delays, recurring schedules, and timed follow-ups can support common customer communication workflows.

Example 1: Welcome Email After Sign-Up

Scenario: A new customer signs up on your website.

1. Trigger: The automation starts when a new contact is added.
   
   
2. Wait: Add a 1 hour delay before sending the email.
   
   
3. Action: Send a personalized welcome email.
   
   

Result: The delay gives the new customer a moment to explore your brand before receiving the email, making the interaction feel thoughtful and intentional.

Example 2: Thank You Mail After a Course Sign-Up

Scenario: A lead signs up for your newsletter.

1. Trigger: The automation begins when a New Signup happens for your course.
   
   
2. Wait: Hold for 2 minutes before sending the first email.
   
   
3. Action: Send a “Thank You for Signing Up” email with a link to your latest newsletter.
   
   

Result: The brief delay ensures your email doesn’t appear robotic or instant, creating a more humanized experience.

Example 3: Abandoned Cart Recovery

Scenario: A customer adds items to their cart but doesn’t complete the purchase.

1. Trigger: A cart is abandoned for 20mins.
   
   
2. Wait: Pause for 10 minutes to give the customer time to reconsider.
   
   
3. Action: Send a gentle reminder email with a discount offer.
   
   

Result: The strategically timed follow-up increases the likelihood of conversion.

Example 4: Monthly Membership Renewal Reminder

1. Scenario: A membership site wants to remind active members on the 1st of every month.
   
   
2. Trigger: A contact is added to the Active Members tag.
   
   
3. Wait: Use A recurring schedule set to Monthly > Day 1 of the month at 9:00 AM.
   
   
4. Action: Send a monthly summary email and SMS reminder.

Result: Members receive a consistent, predictable touchpoint on the same day every month without managing separate workflows for each cycle.

Frequently Asked Questions

Q: What’s the difference between Segments and Conditions in a Wait action? How should I use them?

Conditions are individual rules, such as Contact’s Job Title is CEO or Contact is in the High-Value tag. Segments are groups of these conditions evaluated together using AND/OR logic. A contact exits the Wait step when any one segment is satisfied.

For example, you may want the workflow to continue if a contact is highly engaged or meets specific criteria. Segment 1 might check if the contact opened a proposal email and is a decision-maker, while Segment 2 checks if they attended a strategy call and have an approved budget. If either segment is satisfied, the wait ends, allowing your automation to adapt to different but equally qualified user behaviors.

Q: What happens if a contact reaches an Event/Appointment-based Wait step but the event time is already in the past?

If the event or appointment time has already passed when the contact reaches the Wait step, the workflow uses your selected If this date has already passed option:

• Continue to next action: Skips the wait and continues to the next action.

• Go to specific step: Jumps to a step you choose.

• Exit Contact from automation: Removes the contact from the workflow.

• Skip all outbound communication actions till next wait or event start date action: Bypasses Email, SMS, Call, and Voicemail actions until the next wait or event start date action.

Q: How does the Wait action behave if multiple Segments contain conflicting conditions? Which segment takes priority?

All segments in a Specific conditions to be met step are evaluated independently, and no segment has priority. The workflow moves forward as soon as any one segment becomes true, even if the segments contain conflicting conditions. Because segments use an OR relationship, the first segment that evaluates to true ends the wait.

Example:

• Segment 1: Tag = VIP

• Segment 2: Tag does not equal VIP AND Email Opened = True

If the contact matches either segment, the wait ends.

Q: When should I use Standard vs. Dynamic for a date or duration?

Use Standard when the same fixed value should apply to every contact, such as holding every contact for 2 days or releasing every contact on December 4 at 9:00 AM. Use Dynamic when the value should be read from a contact field at runtime, such as releasing each contact on the renewal date stored on their record or waiting for a number of days that varies by plan. Dynamic accepts any custom variable that resolves to a valid date, time, or number.

Q: How does A recurring schedule decide which occurrence to wait for?

When a contact reaches a recurring schedule Wait step, the system looks at the schedule you configured, whether Weekly, Monthly, or Yearly, and releases the contact at the next matching occurrence. The Next 5 scheduled recurrences panel inside the action shows exactly which dates will be used in the workflow’s timezone so you can confirm the schedule before saving.

Q: What’s the difference between Appointment / Calendar Event, Service Booking, and Invoice Due Date under An upcoming appointment or booking?

• Appointment / Calendar Event: Waits relative to a scheduled appointment or calendar event linked to the contact.
  
  

• Service Booking: Waits relative to a service booking. This option is hidden if Service Booking is disabled for the location.
  
  

• Invoice Due Date: Waits relative to the due date on the contact’s invoice, which is useful for pre-due reminders or post-due follow-ups.

Q: Why does the order of options change sometimes?

The selection screen surfaces the most relevant option first based on context. When the Wait action is placed directly after a Send action, such as SMS, Email, or WhatsApp, The contact to reply moves to the top so it is easy to find. The full set of options is always available regardless of order.

Q: Can I edit a Wait action with Workflow AI Builder?

Yes. Workflow AI Builder supports conversational edits for Wait actions, including updates to wait settings, timeout branches, and supported wait configurations. For AI-based editing steps, see Workflow AI Builder.

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