Use Appointment Type to send a different message, or no message at all, based on the type of appointment that was booked.
For example, if your team books both new sales appointments and repair jobs, you may not want the same confirmation text going to both. You can create a separate message for repairs, or skip the automation for repairs entirely.
Before you start
Make sure you know the appointment type name exactly as it appears in your CRM.
The easiest way to find it is to open an appointment of that type in your CRM and check the Type field.
Set up an Appointment Type customization
1. Open the automation you want to customize
From the left menu, go to Marketing, then open either SMS -> Automation or Email -> Automation.
Select the automation you want to change, such as New Appointment or 24-Hour Reminder.
2. Add a customization
Click the add customization icon above the message you'd like to edit.
3. Choose Appointment Type
In the Type dropdown, select Appointment Type.
4. Enter the appointment type name
In the Match field, enter the appointment type exactly as it appears in your CRM.
Capitalization does not matter. For example, repairs and Repairs will both work.
5. Choose what happens when the appointment type matches
You can choose one of two actions:
Send a different message
Enter your custom message in the text field. This message will be sent instead of the default automation message for appointments of this type.
Skip the automation
Turn on the Skip toggle. The automation will be bypassed for this appointment type, and no message will be sent.
6. Save your changes
Click Okay.
Your changes take effect right away for any new appointments that come in.
Things to know
- You can add as many Appointment Type rules as you need, such as one for Repairs and one for Estimates.
- If a lead matches more than one rule, the first matching rule in the list is used.
- Appointment Type customizations work for both SMS and email automations.
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