How to Set Up Workflow

List of supported actions [When] #

1. When a new appointment is added.
2. When the appointment is rescheduled.
3. When appointment status is changed. ( It’s possible to build different set combinations based on the previous and present status of appointment )
4. When appointment ends. (Also N minutes after the end of the appointment or N minutes left till the end of the appointment )
5. When a new customer is created.

List of supported Triggers [Do This] #

You can trigger different actions when the provided conditions are met. The supported list of triggers are below:

1. Sending an email.
2. Sending WhatsApp messages. – Coming Soon
3. Changing Appointment Status.

Workflow filters #

There’s also a different set of workflow filters that you can use. For example: Using the Service Filter you can send an email particularly to that service e.g zoom meeting, but other services will not receive the email notifcation. Below is the full list of filters:

• Location filter
• Staff filter
• Service filter
• Locale filter
• Status filter

Workflow Email Notications #

You can send automatic email notifications

1. To : staff, customers, admin or whoever you like
2. Subject : Set subject with our intuitive “keyword”, example {appointment_id}
3. Message : Prepare a template message by using our intuitive “keyword”.
4. Attachment : Custom added PDF’s URL or customers own uploaded PDF using Custom forms

Edit / Delete Workflow #