Workflow Action: Update Appointment Status

July 30, 2024•1 min read

In this article, you will learn more about the Update Appointment Status action.

This action will allow you to update the appointment status of an already booked appointment. This can be helpful if you want to add to this workflow the leads that are new, confirmed, canceled, showed, no-show or invalid and then perhaps follow up with them, tag them or perform another action.

What you will need:

A workflow

Step 1: Edit or create your workflow

If you will be adding leads here by a specific appointment trigger, add it here. If you will be manually adding the leads to this workflow, there is no need to add a trigger

Step 2: Add the Update Appointment Status action

With this action, you can change the current status of the appointment to be: new, confirmed, canceled, showed, no-show, or invalid.

Note: This action changes the status of an Appointment. If the Contact was added to this Workflow via an appointment-related Trigger (“Appointment” or “Customer Book Appointment”), the status of the Appointment that fired the Trigger will be updated. If the Contact was added to this Workflow via another method, the status of the most recent Appointment that the Contact is carrying would be updated

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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