Customer Booked Appointment

This workflow trigger runs when the customer books an appointment. The Customer Booked Appointment workflow trigger is designed to activate only when a customer books an appointment independently, without your team’s intervention.

You will need to establish a workflow trigger and action to PUBLISH workflows. Without both, you can only save the workflow, not publish it.

This feature ensures that the workflow only triggers when the customer initiates the appointment booking process. With this trigger, businesses can set up customized workflows to handle customer bookings and automate certain actions based on those bookings.

Customer booked appointment

Add Filters

HAS TAG

The Has Tag filter is a customization option that allows users to choose which contacts will trigger the workflow when they book an appointment on their own. By selecting the Has tag filter, the workflow will only activate when contacts with a specific tag book an appointment.

For instance, if a customer has the 20% discount voucher tag and decides to book an appointment to avail of the discount, the workflow will trigger.

Has tag filter

IN CALENDAR

The In Calendar filter allows users to select a specific calendar for the workflow. The trigger will activate once a customer books an appointment on the selected calendar. After you choose the In Calendar filter, you will see another dropdown where you can select the calendar.

This feature is particularly useful for businesses with multiple teams and calendars, enabling customers to book appointments on a specific calendar. By using this filter, businesses can ensure that their workflows are focused on the customer’s preferred calendar, automating some of the booking process and improving efficiency.

In calendar filter

IN CALENDAR GROUP

By clicking on the “In Calendar Group,” you can select any of your calendar groups for this workflow. This workflow will trigger once a customer booked an appointment on any of these calendars. Once you’ve selected the In Calendar Group filter, you will see another dropdown where you can select the calendar group.

So if you have different calendars for your teams, this is the best way to have a contact book their appointment on a specific calendar.

In calendar group filter

USER IS

Select the user you would like to assign to this workflow here. The assigned user will be notified whenever there is a trigger in this workflow. Once you’ve selected the User Is filter, you will see another dropdown where you can select the user.