Video Transcription:

This video is going to walk you through how to set up calendar and appointment booking triggers. So basically when somebody sets up an appointment or books, an appointment, this is going to set off a chain of events based on the appointment that they booked. So we've created this trigger here, appointment booked trigger, and this is the event that'll trigger this rule. We've selected customer booked appointment. There is another appointment option in here, but this will run on all appointments, status updates. So if you go in and manually create an appointment for someone else, this will also fire off this trigger. So we wanted this to be specific to just the customer who booked the appointment themselves. So we've selected that you can add a filter here to specify the calendar that they booked it from. If you have multiple calendars created, this is how it will, how it will appear, but we're going to use the demo calendar again. You can add additional filters to this, if you choose and make it as specific as you'd like. And then over here, we have our actions that we want to happen once the person has booked an appointment. So to begin with, we recommend removing them from all campaigns. First chances are this contact has been added into some kind of lead nurturing campaign, which is what directed them to booking the appointment. So you don't want them to continue receiving campaign reminders to do the thing that they have already done. So we recommend removing them from either that specific campaign or from all campaigns. This is usually the safer option. Just make sure to do that first before you try adding them to other to other campaigns. If you do this afterwards, it'll negate adding them to a campaign and it'll appear as if nothing happened. So you want to remove them from whatever campaign you want. First, the second action we'll take is to add them to a campaign. And we are going to select appointment confirmation and reminders. This is a type of campaign that you can create two separate campaigns for. If you choose to, we've decided to lump them together for the purpose of this video. And we're actually going to hop over to show you what this type of campaign would look like. So again, we have our appointment confirmation and reminders. Both of those things are in the same campaign and we've chosen to do SMS. You can select email instead, if you'd like, and this basically covers it can cover any specific information you want to send them. So you can use custom values to send them their phone number, their email. You can include any information specific to the appointment using custom values. There are various options you can include just the appointment date, the time, anything like that, or you can do. There's a custom value that lumps, both of those things together. If you choose to do that instead, you can also have a custom value for a cancellation and a custom value for rescheduling. If you want to give that option to them as well, the next thing would be the appointment reminder. So anytime you utilize this before option, this is sending before 24 hours of their appointment, AKA a day before their appointment is supposed to start. This we'll send out. So again, this is tied to their appointment time. It'll send 24 hours prior to when their appointment is supposed to start. So that is how you would set up any kind of reminder. And then we've created another one just to show you, you can do it in smaller increments as well. It doesn't have to be 24 hours. It can, it doesn't even have to be one hour. It can be five minutes if you want. But just utilizing that before option to show you, you can do multiple if you want. And that would be how you remind somebody of something prior to the event taking place. So hopping back over to the trigger. There's a couple more things I wanted to show you. So another action that you can do again, assuming that they were part of some kind of nurture campaign as a lead, you may want to advance them in your pipeline. So there's an option to add or update opportunity here. So you can select the same pipeline that they were in. And then the stage here is where you can push them further along in this stage. So we'll do booked call. You can add lead value here. You can really update any of this to be what you want, but just to show you that you can move them along in your pipeline using another trigger action. And then the last thing that we wanted to show you was, if you want to notify yourself, once somebody has booked an appointment, you can also do that in triggers. So you'll go into, you can send an email, a notification and an SMS. Any of these options send SMS is usually a good tool. If somebody has booked a pretty last minute appointment. So if they booked an appointment, that's an hour away, this will send you a quicker notification. It's really your preference, but just know that that is an option as well. I'm going to choose email for now, just to show you so you can obviously select your from and your, to, this will be something you want to send to yourself. So using custom values again, contact is the person who has contacted you user is you. So you can add your email in here, if you want, or you can just type out your normal email, either way it'll work. And then for subject, you can do contact. Full name Has booked an appointment. Again, you can specify that to be whatever you want, but just to show you under appointment, you have all of these options for your notification purpose. So you can have in the body itself, you can add who you can add when, where you know anything that you want. And then these are the custom values that you can use to specify. So you can separate start date and start time. But if you want it to just show all in one lump sum or start date and time, this is the option that you want. And yeah, so that is pretty much the gist of how you can set up and utilize an appointment booking trigger.