CRM Action: Update Appointment Status

1. Click on "Automation".

2. Initiate the creation of the new workflow.

3. Click on "Start from Scratch".

4. Add the desired workflow action.

5. Select "Update appointment status".

This function allows you to modify the status of a specific appointment. If a contact entered this workflow through an appointment-related trigger (such as "Appointment" or "Customer Book Appointment"), the status of that specific appointment will be updated.

If this function is used and the contact added to this workflow through other means, the status of the most recent appointment associated with the contact will be updated.

6. Select 'Status'

Choose from the available statuses to update the contact's appointment in the workflow:

• New

• Confirmed

• Cancelled

• Present

• Absent

• Invalid

7. Click on "Save Action".

8. 'Update appointment status' added