Create Appointment Note Workflow Action Enhances Scheduling Automation

Streamline Your Appointment Management with the New Create Appointment Note Workflow Action

We're thrilled to introduce an exciting new workflow action under the Appointments category: Create Appointment Note! This innovative feature allows users to automate the process of note-taking for appointments, enhancing record-keeping and significantly reducing manual effort.

What's New?

• Create Appointment Note Action: Effortlessly add notes to an appointment using workflows to improve organization and productivity.
• Supports Multiple Triggers: This action is compatible with various triggers such as appointment-based triggers (e.g., Appointment Status, Customer Booked Appointment) or Inbound Webhook Trigger.
• Flexible Note Input: You have the flexibility to add custom notes manually or incorporate dynamic content from webhook data.
• Automated Record-Keeping: This feature enhances scheduling organization by creating appointment notes without the need for manual entry.

How to Set It Up?

1. Create a Workflow: Start by navigating to Automations and select Create New Workflow.
2. Add a Trigger: Choose an appointment-based trigger like Appointment Status or utilize the Inbound Webhook Trigger to initiate the workflow.
3. Add the Action: Choose Create Appointment Note and give your action a descriptive name.
4. Configure Inputs: For those using the Inbound Webhook, provide the appointmentId and body details. For appointment-based triggers, only the note body is necessary as the system automatically ties it to the relevant appointment, eliminating the need for an appointment ID.

Take advantage of this new feature to streamline your appointment management process and ensure all crucial details are well-documented and accessible.

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