Seamless Scheduling: Setting Up Appointment Triggers in Aesthetix
Master the art of efficient scheduling with this insightful guide on setting up appointment triggers in Aesthetix. This article details the step-by-step process for configuring triggers that automate notifications and actions related to appointments, ensuring you and your team stay on top of important meetings and deadlines. Learn how to customize triggers for reminders, follow-ups, and changes to appointment statuses, enhancing your overall productivity and communication. Perfect for busy professionals and teams looking to streamline their scheduling processes, this guide will empower you to leverage appointment triggers effectively in Aesthetix, making your workflow smoother and more organized.
1. First, click "Marketing".
2. Next up, click "Workflows".
3. Afterwards, click on "Create Workflow".
4. Click on "Start from Scratch".
5. After, click on "Add New Trigger".
6. Next, click on "Appointment Status".
7. Click on "Add filters".
8. Select the condition "Appointment status is".
9. Improve the filter by adding "Has Tag".
10. Finalize your workflow by clicking on "Save Trigger".