HighLevel Support Portal

TABLE OF CONTENTS

• Overview
• Trigger Name
• Trigger Description
• How to Configure
• Example

Overview

The "Appointment Status" trigger initiates a workflow based on the status of an appointment. This is particularly useful for managing follow-ups, reminders, and next steps based on whether an appointment is scheduled, rescheduled, or completed.

Trigger Name

Appointment Status

Trigger Description

The "Appointment Status" trigger activates a workflow whenever the status of an appointment changes. This can be customized with filters such as event type and calendar to ensure that specific types of appointments trigger the workflow, allowing for targeted follow-up actions.

How to Configure

Step-by-Step Guide

1. Navigate to Workflow Triggers: Access the automation or workflow settings in your platform.
2. Choose a Workflow Trigger: Select "Appointment Status" from the list of available triggers.
3. Name Your Trigger: Enter a descriptive name for the trigger, such as "Appointment Status."
4. Set Up Filters (Optional): Add filters to specify conditions for the trigger, such as event type and calendar.

Configuration Table

Real-Life Business Example

Recurring Appointment Follow-Up

Scenario: A business wants to ensure that customers who have scheduled recurring appointments receive timely reminders and follow-up actions to ensure engagement and reduce no-show rates.

Trigger Setup:

• Trigger: Appointment Status
• Name: Recurring Appointment Follow-Up
• Filters:
  • Event Type: Recurring
  • Calendar: 15 mins Call - 1:1 Session

Workflow Actions:

1. Reminder Email: Send a reminder email to the customer a day before the appointment.
2. SMS Reminder: Send an SMS reminder to the customer an hour before the appointment.
3. Internal Notification: Notify the assigned team member about the upcoming appointment.
4. Post-Appointment Follow-Up: Send a follow-up email to the customer after the appointment, requesting feedback or offering additional services.

Outcome: This automation ensures that customers with recurring appointments are well-informed and reminded of their upcoming sessions, reducing no-show rates and improving overall customer satisfaction.

Example Configuration in the Interface

First Configuration Example:

Value	Description	Mandatory
Choose a Workflow Trigger	Select "Appointment Status" from the dropdown.	Yes
Workflow Trigger Name	Enter "Appointment Status."	Yes
Event Type	Select "Normal."	No

Second Configuration Example:

By following this guide, you can effectively set up an "Appointment Status" trigger to manage follow-ups and reminders based on the status and type of appointments, ensuring efficient and targeted customer engagement.