Getting customers to book an appointment comes down to one thing above all else: timing. A great way to handle this at any hour is by using workflows to automate the appointment-setting process based on customer responses or actions. To do this, you'll use the "Book Appointment" action.
How It Works
Start by creating a workflow in your account, then define the trigger that will kick it off according to your requirements. This trigger determines when and how the workflow begins.
Next, click the plus icon and select the "Book Appointment" action from the actions menu.
Calendar
From the Calendar dropdown, select the calendar you want the appointment booked to.
If you select a calendar with multiple team members, you must choose who you want the appointment scheduled with, or leave it as Calendar Default.
Appointment Time
Click the three-dot icon next to "Start Date & Time" to choose how the booking time is set. You have two options:
- Standard: This lets you select a specific calendar date and time for the appointment.
- Dynamic: You can use this option along with custom values to create a flexible appointment time.
You can enable the Override Availability option to have this action ignore calendar conflicts.
Once you're happy, click Save Action to add it to your workflow. Complete the rest of your workflow, then publish it to start booking customer appointments. This action works well for filling gaps left by cancellations and managing on-the-day scheduling.