The Update Appointment Status workflow action lets you change the status of an appointment. If a contact was added to the workflow via an appointment-related trigger such as Appointment or Customer Book Appointment, the status of that appointment will be updated. If a contact is added through another method, the status of their most recent appointment will be updated instead.
To begin, add an appropriate trigger to the workflow, select the "+" button, then search and select the "Update Appointment Status" action.
How to Update an Appointment Status
To update a contact's appointment status within a workflow, choose the preferred status from the available options:
- New
- Confirmed
- Cancelled
- Showed
- No-show
- Invalid
Selecting the right status keeps your contact's appointment history accurate and up to date, making it easier to communicate clearly and manage appointments on both sides.
Click the Save Action button to continue.
Keeping appointment statuses updated in your workflows helps you stay organised and ensures clear communication with your clients, with better records and smoother appointment management overall.