Who This Is For / When to Use
Use appointment conditions in If/Else actions if you need to:
Change workflow behavior when an appointment is rescheduled
Compare appointment start or end dates
Control timing or sequence of workflow actions tied to appointment events
Build conditional logic inside appointment-based workflows
What Are Appointment Conditions in If/Else Actions
Appointment conditions are options available inside the If/Else workflow action that evaluate data from an appointment event.
These conditions allow workflows to branch based on:
Whether an appointment was rescheduled
The start date of the appointment
The end date of the appointment
Each condition is evaluated at runtime for the specific appointment that triggered the workflow.
Available Appointment Conditions
When Appointment is selected as the condition type in an If/Else action, the following options are available:
Appointment Rescheduled
Indicates whether the appointment was rescheduled for the current workflow execution.Start Date
Refers to the start date and time of the appointment.End Date
Refers to the end date and time of the appointment.
These conditions can be used with standard comparison operators to define true/false branches.
How Appointment Conditions Work in a Workflow
To use appointment conditions:
Add an If/Else action to your workflow.
In the condition dropdown, select Appointment.
Choose one of the available appointment conditions:
Appointment Rescheduled
Start Date
End Date
Select an operator and define the comparison value.
Configure actions for the Yes and No branches.
Trigger Requirements (Important)
Appointment conditions are only available when the workflow includes at least one of the following triggers:
Appointment Status
Customer Booked Appointment
If neither trigger is present:
Appointment conditions will not appear in the If/Else action
The workflow cannot evaluate appointment data
This requirement applies to all appointment-based conditions.
Common Use Cases
Branching on Rescheduled Appointments
Send a different notification if an appointment is rescheduled
Skip reminder messages for rescheduled bookings
Trigger follow-up actions only for original bookings
Date-Based Workflow Control
Delay actions until after the appointment start date
Reorder workflow actions based on appointment timing
Compare appointment end dates to control post-appointment logic
Limitations and Notes
Appointment conditions evaluate only the appointment tied to the workflow trigger
Date comparisons use the appointment’s stored start and end times
Conditions do not modify appointments; they only control workflow branching
FAQ
What does “Appointment Rescheduled” evaluate?
It checks whether the appointment was rescheduled during the current workflow execution.
Why don’t I see Appointment conditions in my If/Else action?
Ensure your workflow includes either the Appointment Status trigger or the Customer Booked Appointment trigger.
Can I use appointment dates to delay workflow actions?
Yes. Start Date and End Date conditions can be used to control timing and sequencing within workflows.
Can I use multiple appointment conditions in one workflow?
Yes. You can add multiple If/Else actions with different appointment conditions in the same workflow.
