New Call / Appt Confirmation & Reminders

Calendars

Go to "Settings" > "Calendars" > "Create Calendar" and click "Round Robin"

Booking an appointment requires a Round Robin Calendar, which allows attendees to choose a convenient time with a user.

Set up your New Calendar

Add your Calendar Name, select Team Members, customize your URL and customize your business hours. You can also click "Advance Settings" to further customize your business hours.

Team Calendar Created

Once a calendar is created, you will be redirected to this page.

Edit Calendar

Go to "Settings" > "Calendars" > on the calendar you created, click the three-dot icon and click "Edit"

Availability

To further customize your meeting interval and duration, click "Availability"

Calendar Availability - Weekly Working Hours & Date-Specific Hours

Calendar Widget Customization

Understanding Calendar Availability Settings

Team Member Assignment (Round Robin Calendar)

How to Configure Staff Member selection in Round Robin Calendars

Automations

Go to "Automation" > "All Workflows" > "1.01 - New Call / Appt Confirmation & Reminders"

There are 2 Triggers we can use for this workflow once the client booked an appointment.

1. Appointment Status - Confirmed Consultation

2. Appointment Status - Confirmed Intro Call

The Workflow Trigger should be "Appointment Status" but you can rename the Workflow Trigger name. You can modify the "FILTERS" depending on the events you wish your leads will came from.
Event Type is "Any"
Appointment status is must be "confirmed"
"In calendar is" filter must be the name of your calendar where the lead booked his appointment.

Remove From Workflow

Click the "+" icon and select the action or type Remove From Workflow. This action will remove the Contact from a specific workflow.

You can select between the following options to remove a workflow.

Current workflow
Another workflow
All workflows except current workflow
All workflows

Internal Notification

Click the "+" icon and select the action or type Internal Notification. This action sends in-app notifications to users based on specific triggers within a workflow.

From here you have the option to assign it a specific user type:

All User
Assigned User
Customer Number
Particular User

Supported Channels:

Email - Send to user's email
Notification - Send a notification onto the notifications icon
SMS - Send a SMS to user's phone number

Add Notes

Click the "+" icon and select the action or type Add Notes. This action will allow you to add notes to the contact record.

Condition - What Type of Appointment was Scheduled

Click the "+" icon and select the action or type If/Else. The "If/Else Condition" action in your automation workflow allows you to fork the contact's journey based on specific conditions.

Create or Update Opportunity

Click the "+" icon and select the action or type Create or Update Opportunity. This action creates or updates an Opportunity within the Pipeline that you select.

In Pipeline - You can select which pipeline you want to add the contact to by selecting this option. The In Pipeline is changed to Leads Pipeline.

In Pipeline Stage - You can select which stage you want to add the contact. The Pipeline Stage is changed to New Lead in this action.

Send SMS

Click the "+" icon and select the action or type SMS. This action allows you to send SMS to the contact.

Please Note:

Be sure you have purchased a phone number and completed the required A2P registration in the account in order for the SMS replies to be sent.

Wait

Click the "+" icon and select the action or type Wait. This action holds a Contact for a specific time, until a condition exists, or until the Contact replies.

You can Choose the Wait Type - click the dropdown to view and select the type of wait action based on your objective.

Time Delay
Event/Appointment Time
Overdue
Condition
Contact Reply
Trigger Link Clicked
Email Event

Send Email

Click the "+" icon and select the action or type Email. The Email action in your automation workflow is designed to send emails to your contacts. Make sure to update the "From Name" and "From Email" and save the action.

Go To

To use a Go-To step, simply add a Go-To event and then draw a line to where you want the contacts to jump. The Go-To event allows you to jump contacts from one event to another in Workflows.