Stay on top of your appointments with this essential guide on updating appointment status in Aesthetix CRM. This article offers a step-by-step process for changing the status of your appointments—whether confirming, rescheduling, or canceling—ensuring your team has the most up-to-date information at their fingertips. Discover the importance of accurate appointment tracking, tips for effective communication with clients, and how to utilize Aesthetix's features to enhance your scheduling efficiency. Perfect for sales teams and customer service professionals, this guide will empower you to manage your appointments seamlessly, improving client relationships and optimizing your workflow.
1. First, click on "Marketing".
2. Click on "Workflows"
3. After, click on "Create Workflow".
4. Click on "Start from Scratch".
5. Add desired action of the workflow.
6. Afterwards, click on "Update appointment status".