Setting Up an Appointment Reminder Workflow with Zoom in Stack

Creating an effective appointment reminder workflow in Stack is a great way to ensure your clients never miss an appointment. If you're using Zoom integration, it's important to include a brief wait step to process the location value correctly. Here's how you can set up your workflow:

Step-by-Step Guide

1. Add a New Workflow Trigger

   • Click on Add New Workflow Trigger.
   • Select Appointment from the options.

2. Set Up the Trigger Conditions

   • Click on Add filters.
   • Choose Appointment status is.
   • Select confirmed.
   • Save the trigger settings.

3. Include a Wait Step

   • Click on the + button to add a new action.
   • Scroll down and select Wait.
   • Set the Wait Delay for 1 minute to allow processing of the Zoom location.
   • Save the action.

4. Send Appointment Confirmation

   • After the wait step, click on the + button.
   • Choose to send an Email or SMS to confirm the appointment with your lead.

5. Utilize Custom Fields

   • You can enhance your messages by using custom fields. Click here to view the list of available custom fields for appointment workflows.

6. Add a Reminder Step

   • Click + to add another step.
   • Scroll down and select Wait.
   • Choose Time Delay and set it to Event / Appointment time.
   • If you wish to send a reminder 4 days before the appointment:
     • Type 4 in the field.
     • Switch from minutes to days.
     • Select Skip all outbound communication actions, till next wait or Event Start Date action.

7. Send Appointment Reminders

   • After the wait step, click on the + button.
   • Choose to send an Email or SMS reminder to the lead.

8. Additional Reminders

   • To send further reminders, simply add another wait step and configure it as needed.

By following these steps, you can ensure your clients receive timely reminders and confirmations for their appointments, enhancing their overall experience with your services.