Who This Is For / When to Use
Teams managing appointments through workflows.
Accounts that need to automate follow-ups based on appointment outcomes.
Use cases where appointment statuses must stay accurate without manual updates.
What the Update Appointment Status Action Does
This action updates the status of an appointment associated with a contact.
How the appointment is selected:
If the contact entered the workflow through an appointment-related trigger (Appointment or Customer Book Appointment), the triggering appointment is updated.
If the contact entered the workflow by any other method, the most recent appointment linked to the contact is updated.
This action does not create or delete appointments.
Available Appointment Statuses
You can update an appointment to one of the following statuses:
New
Confirmed
Canceled
Showed
No-show
Invalid
How to Add the Update Appointment Status Action
Step 1: Create or Edit a Workflow
Navigate to Automations > Workflows.
Click Create Workflow or open an existing workflow.
Step 2: Add a Workflow Trigger (Optional)
Add an appointment-related trigger if you want to update the appointment that triggered the workflow.
Skip this step if contacts will be added manually or from another trigger type.
Step 3: Add the Update Appointment Status Action
Click the + icon below the trigger.
Select Update Appointment Status from the action list.
Choose the desired appointment status.
Step 4: Save and Publish the Workflow
Click Save Action.
Click Save in the top-right corner.
Use Test Workflow to confirm behavior.
Toggle the workflow from Draft to Publish when ready.
Common Use Cases
Post-Appointment Follow-Up
Mark appointments as Showed or No-show.
Trigger follow-up messages, tags, or tasks based on attendance.
Appointment Confirmation Automation
Automatically update status to Confirmed after a reminder or customer action.
Cleanup and Reporting Accuracy
Ensure canceled or invalid appointments are reflected correctly in reports.
Common Issues and Fixes
Wrong Appointment Was Updated
Verify whether the contact entered the workflow via an appointment-related trigger.
If not, the most recent appointment is updated by default.
Status Did Not Change
Confirm the workflow is published.
Check execution logs to ensure the action ran successfully.
FAQ
What does the Update Appointment Status action do?
It updates the status of an existing appointment associated with a contact when they reach a workflow step.
Which appointment gets updated?
If the workflow uses an appointment trigger, the triggering appointment is updated. Otherwise, the most recent appointment is updated.
Can I use this action without an appointment trigger?
Yes. The action will update the contact’s most recent appointment.
What statuses are available?
New, Confirmed, Canceled, Showed, No-show, and Invalid.
Do I need a trigger if I add contacts manually?
No. Manually added contacts will still move through the workflow and update their appointment status.
Why should I use this action?
It automates appointment tracking, keeps reporting accurate, and enables follow-up actions based on appointment outcomes.