Workflow Trigger: Custom Booked Appointment | Aesthetix CRM

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Workflow Trigger: Custom Booked Appointment

Enhance your appointment management system with this comprehensive guide on setting up triggers for customer appointment scheduling in Aesthetix. This article outlines the process of configuring automated triggers that activate during various stages of the appointment lifecycle—such as booking confirmations, reminders, and follow-up notifications. Learn how to streamline communication, reduce no-shows, and improve customer satisfaction by automating interactions based on appointment status. Perfect for service-based businesses and professionals, this guide will empower you to effectively implement appointment scheduling triggers in Aesthetix, ensuring a seamless experience for both your team and your clients.

1. First, click on "Marketing"

1 Click here.

2. Click on "Workflows".

2 Click on "Automation to help your practice grow".

3. Click on "Create Workflow".

3 Click on "Create Workflow".

4. Afterwards, click on "Start from Scratch".

4 Afterwards, click on "Start from Scratch".

5. Click "Add New Trigger"

5 Click here.

6. Next up, select a workflow trigger from the drop- down menu.

6 Next up, click on "Customer booked appointment".

7. Click on "Add filters".

7 Click on "Add filters".

8. Then, click on "Has Tag".

8 Then, click on "Has Tag".

9. Go ahead on "Select a specific tag".

9 Click on "Select a tag".

10. Proceed by clicking "In calendar".

10 Click on "In calendar".

11. Select your preferred option.

11 Click on "Save Trigger".

12. To finish off, click on "Save Trigger".

12 Upload

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