How To Mark Appointment Status as Invalid Using a Workflow

Update an appointment status based on tags...

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".

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