When we set up the appointment reminder campaign, please be sure to add a wait step for a minute in order for us to process the location value if you are using Zoom integration.


Click on Add New Workflow Trigger


Click on Select






Click on Appointment…



Click on Add filters



Click on Select





Click on Appointment status is





Click on Select


Click on confirmed



Save Trigger


Click on +






Scroll down to the bottom and click on Wait




Set Wait Delay for 1 minute



Save Action and continue to build the rest of the appointment reminder workflow


Click on + after the wait step



Choose to send Email/SMS to send the appointment confirmation to the lead





Click here to value the list of custom fields you can use for appointment workflow:


Click on Save action:




Click + to add another step:




Scroll down to the bottom and click on Wait






Click on Time Delay




Click on Event / Appointment time





If you want to send a reminder before 4 days:



Type 4 here







Switch minutes to days





Select Skip all outbound communication actions, till next wait or Event Start Date action.







Click on + after the wait step







Choose to send Email/SMS to send the appointment reminders to the lead





You can continue to add another wait step for another appointment reminder message to go out