Workflow Action: Update Appointment Status

You will learn more about the Update Appointment Status action in this article. 

This action will allow you to update the appointment status of an already booked appointment. This can be helpful if you want to add to this workflow the new, confirmed, canceled, showed, no-show, or invalid leads and then perhaps follow up with them, tag them, or perform another action. 

What you will need: 

• A workflow 

Step 1: Edit or create your workflow

• If you will add leads here by a specific appointment trigger, add it here. If you will be manually adding the leads to this workflow, there is no need to add a trigger

Step 2: Add the Update Appointment Status action

• With this action, you can change the current status of the appointment to be: new, confirmed, canceled, showed, no-show, or invalid. 

 

Note: This action changes the status of an Appointment. If the Contact was added to this workflow via an appointment-related Trigger (“Appointment” or “Customer Book Appointment”), the status of the appointment that fired the Trigger will be updated. If the Contact were added to this workflow via another method, the status of the most recent appointment that the Contact is carrying would be updated