Who This Is For
This update is for:
Businesses scheduling multi-participant appointments
Teams sending automated reminders or confirmations
Service providers managing group bookings
Users building appointment-based workflows
Use this feature when creating workflows that should include guests attached to appointments.
What Changed
The following workflow triggers now support appointment guests:
Customer Booked Appointment
Appointment Status
You can now control who gets enrolled into appointment-based workflows when a trigger fires.
Enrollment Options
Contact only
Contact and Guests
Guests only
This allows workflows to include all participants connected to an appointment instead of only the primary contact.
Supported Appointment Workflow Triggers
Customer Booked Appointment
This trigger activates when a customer books an appointment through any calendar.
Appointment Status
This trigger activates when an appointment status changes, including:
Booked
Cancelled
No-show
Enrollment Options Explained
Contact Only
Only the primary appointment contact is enrolled into the workflow.
This is the default behavior for backward compatibility.
Contact and Guests
The workflow runs once for the primary contact and once for each guest attached to the appointment.
Each participant receives their own workflow enrollment.
Guests Only
Only guest contacts are enrolled into the workflow.
The primary appointment contact is excluded.
How Enrollment Works
When the trigger fires, the system checks who is attached to the appointment at that moment.
Enrollment is then processed based on the selected option inside the trigger configuration.
Example
If an appointment includes:
1 primary contact
3 guests
And the trigger is configured as Contact and Guests:
The workflow enrolls the primary contact
The workflow enrolls each of the 3 guests individually
This creates 4 separate workflow enrollments.
How to Use Appointment Guest Enrollment
Open or create a workflow
Add either:
Customer Booked Appointment trigger
Appointment Status trigger
Locate Who should be enrolled into the workflow?
Choose one of the following:
Contact only
Contact and Guests
Guests only
Save the trigger
Publish the workflow
Why This Feature Matters
Better Appointment Communication
Send reminders, confirmations, and follow-ups to everyone attending the appointment.
Improved Workflow Flexibility
Build workflows for both primary contacts and guests independently.
Better Automation Coverage
Automations no longer depend only on the primary contact record.
Stronger Multi-Participant Support
This update improves support for group appointments, consultations, classes, and shared bookings.
Important Notes
Applies only to:
Customer Booked Appointment trigger
Appointment Status trigger
Existing workflows are not affected
Default behavior remains Contact only
For the Customer Booked Appointment trigger:
Guests added after the booking event are not retroactively enrolled from the earlier trigger execution
FAQ
Which appointment triggers support guests?
Guest enrollment is available for:
Customer Booked Appointment
Appointment Status
Will existing workflows change automatically?
No. Existing workflows continue using the default Contact only behavior unless manually updated.
What happens when I choose Contact and Guests?
The workflow runs separately for the primary contact and each guest attached to the appointment.
Can I enroll only guests and skip the primary contact?
Yes. Select Guests only inside the trigger configuration.
Are guests added later automatically enrolled?
No. For the Customer Booked Appointment trigger, only guests attached at the time the appointment is booked are enrolled.