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Troubleshooting Appointment Custom Values in Stack

If you're experiencing issues with appointment custom values like {{appointment.start_time}} not displaying, or if appointment reminders aren't sending correctly, follow these steps to resolve the problem.

Common Issues and Solutions​

Custom Values Not Displaying​

To ensure that custom values such as {{appointment.start_time}} appear correctly, you need to use the appropriate triggers. The triggers required are:

  • Appointment
  • Customer Booked Appointment

These triggers must be set up to allow Stack to recognize and display the correct appointment details. To verify that these custom values work, you should book an actual appointment.

Incorrect Triggers​

Using triggers like Pipeline Stage Changed won't work because Stack won't be able to identify which appointment is being referenced. Ensure your triggers are set to Appointment or Customer Booked Appointment.

Workflow Triggers​

In workflows, it's crucial to use the Appointment or Customer Booked Appointment triggers. This setup ensures that all custom values are correctly recognized and displayed. Again, testing requires booking an actual appointment.

Appointment Reminder Campaigns​

Manually Adding Leads​

If you need to manually add a lead to an Appointment Reminder Campaign, select the appointment start time as the event start date. This ensures reminders are sent according to the correct schedule.

Rescheduling Appointments​

To reschedule an appointment manually:

  1. Navigate to the Appointments tab.
  2. Change the status from Confirmed to Reschedule.

This action will automatically update the appointment reminder campaign, removing the lead from the original schedule and re-adding them with the new appointment time.

Enabling Self-Rescheduling​

If you want your leads to have the ability to reschedule their appointments:

  • Use the reschedule link from the Custom Values in the appointment reminder campaign. This link allows leads to manage their appointments independently.

By following these guidelines, you can ensure that your appointment custom values and reminders function smoothly within Stack.