How To Mark Appointment Status as Invalid Using a Workflow

July 30, 2024•1 min read

You can update an appointment status based on tags, which may be useful for your business and any automations you are running. Here's a recommended best-practice for updating appointment statuses based on tags within a Workflow, specifically related to the Invalid Status.

Part 1: Set up a tag for invalid Appointments.

Go to Settings > Tags
Create a tag called "Invalid Appointment".

Part 2: Create a tag-based trigger in Workflows.

Navigate to Automations, and add a new Workflow.
Add a new Trigger named "Contact Tag" and choose the filter “Tag Added” and then select the "Invalid Appointment" tag you created
Step 3: For the action, add “Update Appointment Status” and select “Invalid” as the status
Step 3: In the top right-hand corner, make the workflow active and save it.

Part 3: Using the Tag and Trigger

Step 1: When you have a contact with an invalid appointment, add the "Invalid Appointment" tag, and the workflow will run, updating their appointment status to "Invalid".

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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