Set up automated reminders and workflows for appointments

Modified on Mon, 6 Jul at 2:53 PM

Appointment events can be used to automate actions based on appointment activity, using workflows and lead actions.
You can set up a workflow to send an email at a specific time of day by triggering it a day before the appointment - shown as the third lead action.
In the workflow, use the day started schedule to set actions to start at a specific time of day. See the workflows page for more information on schedules.
This workflow is triggered 1 day before the appointment time, then waits until 9 AM (9 hours) before sending the email.