How To Build Automated Appointment Follow-up Surveys in Workflow Builder

Modified on: Mon, 15 Nov, 2021 at 1:03 PM

This How-To will walk you through how to automate 4 actions each time an appointment is booked:

1) Send Appointment Confirmation emails/text messages

2) Send appointment reminder emails/text messages leading up to the appointment

3) Send appointment survey emails/text messages to find out what happened with the appointment

4) Send Review Request emails/text messages if the appointment was a success