There are different appointment events that can be used as part of lead actions. These allow you to automatically schedule actions to take place based off of different events.
This article covers events that are related to appointments. For a full list of available events please see the lead actions guide.
The following appointment events can be used:
Appointment Created | Triggers when an appointment is created by a user or customer. |
Appointment Created - Internal | Triggers when an appointment is created by a user only. |
Appointment Created - Customer | Triggers when an appointment is created by a customer only. |
Appointment Updated | Triggers when an appointment is updated. |
Appointment Cancelled | Triggers when an appointment is cancelled by a user or customer. |
Appointment Started | Triggers when the appointment start time is reached. |
Appointment Completed (task ticked off) | Triggers when an appointment is marked as complete. |
Appointment 1 Hour Before | Triggers 1 hour before the appointment start time. |
Appointment 1 Day Before | Triggers 1 day (24 hours exactly) before the appointment start time. |
Appointment 3 Days Before | Triggers 3 days (72 hours exactly) before the appointment start time. |
Appointment 1 Week Before | Triggers 7 days (168 hours exactly) before the appointment start time. |
Appointment 1 Day After | Triggers 1 day (24 hours exactly) after the appointment. |
Appointment 1 Week After | Triggers 7 days (168 hours exactly) after the appointment. |
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