Setting Up Appointment Triggers in Pest AI

1. Start your work by selecting 'Automation'.

2. Now, let's proceed by creating a workflow.

3. Select Start from Scratch for a clean slate.

4. Add a new flow control by choosing New Filter.

5. Utilize the search bar to find the necessary trigger.

6. Continue by selecting option Appointment Status.

7. Aim to gather more detailed results, add filters

8. Now select the condition 'Appointment Status is'.

When you choose the "Appointment Status is" option, you can define the specific scenarios in which the trigger will activate. This trigger can be configured to respond to several different appointment-related events:

• A new appointment is scheduled

• The appointment is confirmed

• The appointment is canceled

• The client or prospect attends the appointment

• The client or prospect does not attend the appointment (No-Show)

• The appointment is determined to be invalid

9. Improve the filter by adding 'Has Tag'

When you select a tag using the "Has Tag" filter, this workflow automatically activates once a customer linked to that tag updates their appointment status.

10. Specify a calendar context by selecting 'In Calendar'.

When you choose a particular user's calendar with the "In Calendar" filter, this workflow will automatically trigger whenever there is a change in the appointment status of any customer linked to that specific calendar.

11. Finalize your workflow by clicking Save Trigger.