The Appointment Status Trigger is designed to activate when an appointment is being scheduled or the status of an appointment has changed. This will trigger your workflow based on the appointment status filter the user chooses. This feature enables businesses to create more specialized workflows with varying degrees of automation and customization based on the filters used.

With the Event Type filter, you can select the event type you want to trigger the workflow: Normal, Recurring, or Any to fire the trigger. This is the first trigger filter you choose from; it's set as default.

Users can access various filter options within the platform's Filters feature to customize their workflows. One of these filters is Appointment Status Is, which lets users select specific triggers to activate based on the status of an appointment. Users can choose to trigger the workflow when:

You can use the Has Tag filter to trigger the workflow when an appointment status has changed for a contact with a specific tag. Once you've selected the Has Tag filter, you will see a dropdown appear where you can select the tag you would like to use.

You can use the In Calendar filter to trigger the workflow when an appointment status has changed in a specific calendar. Once you choose the In Calendar filter, you will see another dropdown appear for you to select the calendar you would like to use.

For instance, Jim John's (a sales representative) calendar has been selected in the "In calendar" filter, and if a customer confirms an appointment on this calendar, the workflow will trigger.

You can also use the In Calendar Group filter to trigger the workflow when the appointment status has changed in a specific calendar group. Once you've selected the In Calendar Group filter, you will see a dropdown where you can select the Calendar Group you would like to use.

The Only For Grouped Calendars filter allows you to choose whether the workflow should only be triggered for group calendars. Once you've selected the Only For Grouped Calendars filter, you will see a dropdown where you can select Yes or No.

If you want the trigger to fire when a modification is made to it, you can use the Modified By filter. Once you've chosen this filter, you can select the modification that should trigger the workflow: API, Customer, or User.

The User Is filter will trigger a workflow when the appointment status is changed with an appointment linked to a specific team member. Once you've selected the User is trigger, a dropdown will appear where you can select the team member.

The Customer Booked Appointment workflow trigger is designed to activate only when a customer books an appointment independently, without your team's intervention.

This feature ensures that the workflow only triggers when the customer initiates the appointment booking process. With this trigger, businesses can set up customized workflows to handle customer bookings and automate certain actions based on those bookings.

The Has Tag filter is a customization option that allows users to choose which contacts will trigger the workflow when they book an appointment on their own. By selecting the Has tag filter, the workflow will only activate when contacts with a specific tag book an appointment.

For instance, if a customer has the 20% discount voucher tag and decides to book an appointment to avail of the discount, the workflow will trigger.

The In Calendar filter allows users to select a specific calendar for the workflow. The trigger will activate once a customer books an appointment on the selected calendar. After you choose the In Calendar filter, you will see another dropdown where you can select the calendar.

This feature is particularly useful for businesses with multiple teams and calendars, enabling customers to book appointments on a specific calendar. By using this filter, businesses can ensure that their workflows are focused on the customer's preferred calendar, automating some of the booking process and improving efficiency.

By clicking on the "In Calendar Group," you can select any of your calendar groups for this workflow. This workflow will trigger once a customer has booked an appointment on any of these calendars. Once you've selected the In Calendar Group filter, you will see another dropdown where you can select the calendar group.

So if you have different calendars for your teams, this is the best way to have a contact book their appointment on a specific calendar.

Select the user you would like to assign to this workflow here. The assigned user will be notified whenever there is a trigger in this workflow. Once you've selected the User Is filter, you will see another dropdown where you can select the user.