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If/Else Workflow Action: Appointment Filter Options

The Appointment option in If/Else conditions empowers you to create dynamic and customized workflow branches based on appointment-related events. This guide will help you understand how to use this feature, its benefits, and how to configure it effectively.

Table of Contents​

Understanding the Appointment Option​

The Appointment option in If/Else conditions is a filtering tool that allows you to customize workflow automation based on appointment events. It is part of the If/Else action, enabling conditional logic in workflows. You can define conditions based on whether an appointment was rescheduled, its start date, or its end date. This helps automate follow-ups, segment customer interactions, and refine workflow actions based on appointment data.

Available Filters​

  • Rescheduled: Checks if the appointment was rescheduled.
  • Start Date: Filters actions based on the appointment's start date.
  • End Date: Filters actions based on the appointment's end date.

Note: The Appointment option is available only when your workflow is triggered by an appointment-related event, such as when a customer books an appointment or when an appointment's status changes.

Benefits of Using Appointment Filters​

  • Precise Automation: Create workflow branches that respond accurately to changes in appointment status.
  • Efficient Follow-ups: Automate emails, SMS, or task assignments based on rescheduled appointments.
  • Improved Lead Management: Filter users who scheduled but didn’t attend, allowing targeted re-engagement.
  • Time-Sensitive Promotions: Trigger workflows based on appointment start or end dates for limited-time campaigns.

Configuring Appointment Filters​

Selecting the Appointment Option​

  1. Access the Workflow Builder: Navigate to the Automation section and create a new workflow or select an existing one.
  2. Set Up the Trigger: Choose either "Customer Booked Appointment" or "Appointment Status" as the workflow trigger.
  3. Add an If/Else Condition: Click the "+" button to add an action, then select "If/Else Condition".

Naming If/Else Condition​

Naming your If/Else condition helps in managing workflows easily. Use a question format that reflects what the condition is checking. For example:

  • Rescheduled: "Did the Customer Reschedule?"
  • Start Date: "Is the Appointment After Two Weeks?"
  • End Date: "Has the Appointment Ended 4 Days Ago?"

Scenario Recipe​

Choose "Build Your Own" in the Scenario Recipe dropdown for complete flexibility in defining conditions based on appointment-related events.

Naming If/Else Branches​

Each branch represents a possible outcome of the condition. Renaming them improves clarity. For example:

  • "Rescheduled" for appointments that were rescheduled.
  • "Not Rescheduled" for those that were not.

Rescheduled Filter​

The Rescheduled filter checks if an appointment has been rescheduled. Once selected, choose:

  • True: For workflow actions targeting customers who have changed their appointment time.
  • False: For actions dealing with customers who haven't changed their appointment.

Start Date Filter​

Refine workflows based on when an appointment is scheduled to start. Choose conditions from two dropdown menus:

  • First Dropdown (Operators):

    • Is: Matches an exact date.
    • Is Not: Excludes a specific date.
    • Is Empty: For appointments with no start date.
    • Is Not Empty: For appointments with a start date.

  • Second Dropdown (Time-Based Operators):

    • Today: Appointments scheduled for today.
    • Tomorrow: Appointments set for the following day.
    • Yesterday: Past appointments from the previous day.
    • After: Appointments starting after a specific date.
    • Before: Appointments starting before a specific date.
    • Date: Manually select a specific date.

End Date Filter​

The End Date filter functions like the Start Date filter but applies to when the appointment ends.

Frequently Asked Questions​

Q: Why don’t I see the Appointment option inside If/Else conditions?
A: The Appointment option appears only if your workflow uses an appointment-related trigger (Customer Booked Appointment or Appointment Status).

Q: Can I use multiple appointment filters within the same If/Else condition?
A: No, you can only select one appointment-based filter per If/Else condition. However, multiple If/Else branches can be created within a workflow to apply different filters separately.

Q: How can I use the Start Date and End Date filters effectively?
A: Use the Start Date filter for actions like sending pre-meeting reminders. The End Date filter is useful for post-appointment follow-ups or time-sensitive promotions.

Q: What happens if a customer reschedules multiple times?
A: The Appointment Rescheduled condition evaluates the most recent execution. If a customer reschedules multiple times, the condition will trigger based on the latest status.

Q: Can I combine the Appointment option with other If/Else filters?
A: Yes! You can add other If/Else conditions (such as Contact Details or Date Time) alongside the Appointment option to create highly customized workflows.