Workflow Trigger - Customer Booked Appointment

Modified on: Wed, 21 Aug, 2024 at 11:08 AM

TABLE OF CONTENTS

Overview
Trigger Name
Trigger Description
How to Configure
Example

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

Value	Description	Mandatory
Workflow Trigger	Select "Customer Booked Appointment" from the dropdown.	Yes
Workflow Trigger Name	Enter a name for your trigger, e.g., "When customer has booked an appointment."	Yes
In Calendar	Select the specific calendar for which the trigger should fire	No
In Calendar Group	Select the specific group, in which if any calendar is booked the trigger would fire	No

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.